Artificial intelligence is expected to contribute more to the world’s economy by 2030 than the combined current economic output of India and China, according to a PwC report.
As AI drives innovation across industries, from health care and finance to energy and manufacturing, the 2023 report finds it is poised to generate $15.7 trillion in economic value, reshaping not only businesses but also redefining the very fabric of the global workforce and society.
Investors are now at a juncture: should they focus on investment in AI adopters – established companies integrating AI into their operations – or in AI developers, those creating the technologies of tomorrow? The reality is that embracing both is not only crucial for securing long-term value for investors but is also essential for the development of the broader AI ecosystem and its continued evolution.
Immediate gains or long-term returns?
There are advantages to investing in AI adopters. A Stanford University report on AI shows that 42 per cent of companies scaling AI across their business operations experience cost reductions, while 59 per cent report revenue increases. AI is no longer a promise, but a reality driving tangible results and return on investment.
Conversely, investing in AI developers is a bet on the future. Technologies such as autonomous vehicles and quantum computing are set to disrupt existing industries and create entirely new ones. While the path to commercialisation is complex, involving regulatory hurdles and market validation, the potential upside is substantial. The uncertainty of which technologies will succeed and when they will do presents a challenge. However, for investors with the right risk appetite – such as Sequoia Capital's early investments in Nvidia – the returns can be stellar.
In my view, the real opportunity lies in balancing investments in both. In practice, this involves aligning investments with market conditions and the life cycle of AI technologies.
As a sovereign investor with a focus on value creation, ADQ’s journey has included investments in AI developers as well as infrastructure, and the deployment of relevant cutting-edge AI technologies throughout our portfolio has been a priority for many years. Like other investors, we are weighing the complexities of AI investment options to ensure we stay future-ready.
We recently commissioned a research paper in partnership with Economist Impact that explores the drivers for investment in both AI developers and adopters, and the importance of balancing the two to generate returns across the AI ecosystem.
By understanding the dynamics of adopters and developers, investors can structure their portfolios to capture immediate gains while securing long-term growth opportunities, with adopters leveraging AI’s current applications, offering more timely returns, while developers hold the key for future breakthroughs.
Real-world impact of AI
When looking to developers for investment, it's important to identify which industries are benefitting the most from AI solutions. Consider the transport and logistics sector, where freight carriers often see margins as low as 2 per cent. A PwC report on Generative AI shows that the immediate adoption of the technology in areas such as route optimisation can lead to an average uplift of 1.8 percentage points, potentially almost doubling margins.
In public services, AI is revolutionising water desalination. By deploying predictive algorithms, AI can optimise plant efficiency, anticipate maintenance needs, and reduce operational costs, resulting in more sustainable and resilient water management systems that can adapt to growing demands. Significant value is also being created in the renewable energy sector, where AI is leveraged to optimise grids and bolster the adoption of green power sources.
And agriculture is arguably a field where AI can yield some of the most tangible benefits: precision agriculture, powered by AI, has brought on the dawn of a revolution in farming.
In contrast, while the healthcare industry presents significant potential for AI adoption, particularly in clinical settings, challenges such as regulatory hurdles and the slow pace of institutional change remain.
AI developers, especially those focusing on generative AI for drug discovery or improving patient care processes, offer promising investment opportunities because of the possible breakthroughs that have the power to disrupt the sector. Already today, AI applications in healthcare deliver significant benefits in fields such as medical imaging analysis, patient monitoring and remote care, or drug discovery and development.
Last but not least, as adopters and developers scale, investing in AI infrastructure – for example, the energy suppliers and data centres providing the essential physical apparatus to power the growth of AI – offers a strategic opportunity to meet the rising demand for AI-powered applications across industries.
Projections by McKinsey show a capital need for data centre infrastructure exceeding $250 billion in Europe over the next five years. The appeal for investors lies in the scalable, recurring revenue models of AI infrastructure, driven by long-term demand from digital transformation in high-growth sectors reliant on infrastructure to support massive data processing needs.
A symbiotic relationship between all three categories exists and is important to recgonise for investors as they assess market opportunities and position themselves as drivers of growth in a rapidly evolving sector.
Hamad Al Hammadi is deputy group chief executive at ADQ
The specs
- Engine: 3.9-litre twin-turbo V8
- Power: 640hp
- Torque: 760nm
- On sale: 2026
- Price: Not announced yet
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Valencia 3
Kevin Gameiro 21', 51'
Ferran Torres 67'
Atlanta 4
Josip Llicic 3' (P), 43' (P), 71', 82'
In-demand jobs and monthly salaries
- Technology expert in robotics and automation: Dh20,000 to Dh40,000
- Energy engineer: Dh25,000 to Dh30,000
- Production engineer: Dh30,000 to Dh40,000
- Data-driven supply chain management professional: Dh30,000 to Dh50,000
- HR leader: Dh40,000 to Dh60,000
- Engineering leader: Dh30,000 to Dh55,000
- Project manager: Dh55,000 to Dh65,000
- Senior reservoir engineer: Dh40,000 to Dh55,000
- Senior drilling engineer: Dh38,000 to Dh46,000
- Senior process engineer: Dh28,000 to Dh38,000
- Senior maintenance engineer: Dh22,000 to Dh34,000
- Field engineer: Dh6,500 to Dh7,500
- Field supervisor: Dh9,000 to Dh12,000
- Field operator: Dh5,000 to Dh7,000
$1,000 award for 1,000 days on madrasa portal
Daily cash awards of $1,000 dollars will sweeten the Madrasa e-learning project by tempting more pupils to an education portal to deepen their understanding of math and sciences.
School children are required to watch an educational video each day and answer a question related to it. They then enter into a raffle draw for the $1,000 prize.
“We are targeting everyone who wants to learn. This will be $1,000 for 1,000 days so there will be a winner every day for 1,000 days,” said Sara Al Nuaimi, project manager of the Madrasa e-learning platform that was launched on Tuesday by the Vice President and Ruler of Dubai, to reach Arab pupils from kindergarten to grade 12 with educational videos.
“The objective of the Madrasa is to become the number one reference for all Arab students in the world. The 5,000 videos we have online is just the beginning, we have big ambitions. Today in the Arab world there are 50 million students. We want to reach everyone who is willing to learn.”
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Mohammed bin Zayed Majlis
The five pillars of Islam
COMPANY%20PROFILE%20
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Global state-owned investor ranking by size
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UAE
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UAE currency: the story behind the money in your pockets
Key facilities
- Olympic-size swimming pool with a split bulkhead for multi-use configurations, including water polo and 50m/25m training lanes
- Premier League-standard football pitch
- 400m Olympic running track
- NBA-spec basketball court with auditorium
- 600-seat auditorium
- Spaces for historical and cultural exploration
- An elevated football field that doubles as a helipad
- Specialist robotics and science laboratories
- AR and VR-enabled learning centres
- Disruption Lab and Research Centre for developing entrepreneurial skills
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KILLING OF QASSEM SULEIMANI
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The years Ramadan fell in May
What sanctions would be reimposed?
Under ‘snapback’, measures imposed on Iran by the UN Security Council in six resolutions would be restored, including:
- An arms embargo
- A ban on uranium enrichment and reprocessing
- A ban on launches and other activities with ballistic missiles capable of delivering nuclear weapons, as well as ballistic missile technology transfer and technical assistance
- A targeted global asset freeze and travel ban on Iranian individuals and entities
- Authorisation for countries to inspect Iran Air Cargo and Islamic Republic of Iran Shipping Lines cargoes for banned goods
Specs
Engine: Duel electric motors
Power: 659hp
Torque: 1075Nm
On sale: Available for pre-order now
Price: On request
The five pillars of Islam
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%3Cp%3E%3Cstrong%3EUAE%20fixtures%20%20%3C%2Fstrong%3E%3C%2Fp%3E%0A%3Cp%3E%3Cstrong%3EMonday%2C%20June%2019%20%3C%2Fstrong%3E%3C%2Fp%3E%0A%3Cp%3ESri%20Lanka%20v%20UAE%2C%20Queen%E2%80%99s%20Sports%20Club%26nbsp%3B%3C%2Fp%3E%0A%3Cp%3E%3Cstrong%3EWednesday%2C%20June%2021%20%3C%2Fstrong%3E%3C%2Fp%3E%0A%3Cp%3EOman%20v%20UAE%2C%20Bulawayo%20Athletic%20Club%26nbsp%3B%3C%2Fp%3E%0A%3Cp%3E%3Cstrong%3EFriday%2C%20June%2023%3C%2Fstrong%3E%3C%2Fp%3E%0A%3Cp%3EScotland%20v%20UAE%2C%20Bulawayo%20Athletic%20Club%26nbsp%3B%3C%2Fp%3E%0A%3Cp%3E%3Cstrong%3ETuesday%2C%20June%2027%20%3C%2Fstrong%3E%3C%2Fp%3E%0A%3Cp%3EIreland%20v%20UAE%2C%20Bulawayo%20Athletic%20Club%3C%2Fp%3E%0A
How much do leading UAE’s UK curriculum schools charge for Year 6?
- Nord Anglia International School (Dubai) – Dh85,032
- Kings School Al Barsha (Dubai) – Dh71,905
- Brighton College Abu Dhabi - Dh68,560
- Jumeirah English Speaking School (Dubai) – Dh59,728
- Gems Wellington International School – Dubai Branch – Dh58,488
- The British School Al Khubairat (Abu Dhabi) - Dh54,170
- Dubai English Speaking School – Dh51,269
*Annual tuition fees covering the 2024/2025 academic year
Lexus LX700h specs
Engine: 3.4-litre twin-turbo V6 plus supplementary electric motor
Power: 464hp at 5,200rpm
Torque: 790Nm from 2,000-3,600rpm
Transmission: 10-speed auto
Fuel consumption: 11.7L/100km
On sale: Now
Price: From Dh590,000
Killing of Qassem Suleimani
Killing of Qassem Suleimani
The five pillars of Islam
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UAE currency: the story behind the money in your pockets
The specs
Engine: 4.0-litre V8 twin-turbocharged and three electric motors
Power: Combined output 920hp
Torque: 730Nm at 4,000-7,000rpm
Transmission: 8-speed dual-clutch automatic
Fuel consumption: 11.2L/100km
On sale: Now, deliveries expected later in 2025
Price: expected to start at Dh1,432,000
Killing of Qassem Suleimani
MISSION: IMPOSSIBLE – FINAL RECKONING
Director: Christopher McQuarrie
Starring: Tom Cruise, Hayley Atwell, Simon Pegg
Rating: 4/5
Pharaoh's curse
British aristocrat Lord Carnarvon, who funded the expedition to find the Tutankhamun tomb, died in a Cairo hotel four months after the crypt was opened.
He had been in poor health for many years after a car crash, and a mosquito bite made worse by a shaving cut led to blood poisoning and pneumonia.
Reports at the time said Lord Carnarvon suffered from “pain as the inflammation affected the nasal passages and eyes”.
Decades later, scientists contended he had died of aspergillosis after inhaling spores of the fungus aspergillus in the tomb, which can lie dormant for months. The fact several others who entered were also found dead withiin a short time led to the myth of the curse.
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Match info
Huddersfield Town 0
Chelsea 3
Kante (34'), Jorginho (45' pen), Pedro (80')
UAE currency: the story behind the money in your pockets