AI adoption is accelerating in 2025

Comments and perspective from the front line of enterprise adoption

OpenAI launched ChatGPT in October 2022. They had 100 million users by early 2023, just a few months after their launch.

This was the catalyst for many enterprises to start thinking about how to embed AI in their business. But organizations are about more than technology. While LLM technology became available to mostly everybody 2-3 years ago via OpenAI and other LLM providers (in a technical sense), this does not mean that organizations were immediately ready to embrace AI solutions.

At Exante Data, the AI revolution has been relevant for both our macro analysis and our business planning.

AI and the Economy

At the macro level, we have been using Nvidia’s growth trajectory to project the broader CAPEX impact of AI specific investment for more than two years now.

The chart below shows the component of GDP that tracks AI spending the most closely. Clearly there is no one-to-one relationship. But the swings are aligned.

We have also been using a simple extrapolation from Nvidia’s data center revenue to build a trajectory of the GDP impact. The goal here is not be be particularly precise, but rather to have a timely sense of the trajectory of the impact on AI via CAPEX, and when the growth impact is accelerating (and the the future, potentially peaking).

AI and our business

At the business level, we have recently added an AI Search element to our user interface on the Exante Data platform, allowing clients to quickly surface content across various underlying content streams and zoom in on the content that is most timely and most relevant. The key here is that there is skepticism that AI tools will generate high quality output. But if users know that the underlying material (the base on which the AI technology operates) is high quality, then the AI output will also be trusted at a different level.

Our audience of international portfolio managers has quickly welcomed our new AI Search functionality (as it can help them save time and quickly stay on top of more key themes) and we will continue to invest in this new element of our front-end (see also more color on AI adoption here.)

We have seen something similar at MarketReader, where the AI generated market insights about market moves are now being adopted by self-directed trading platforms and financial advisor groups as a major upgrade from traditional newsfeeds (that are often noisy, providing little actual insight and explanatory power).

Bottom Line: AI Adoption is Accelerating in the Financial Sector

The trajectory of Nvidia shows very clearly how AI investment is accelerating. But we are also seeing it in our own client discussions, within Exante Data and MarketReader. Enterprises in the financial sector are accelerating their adoption of AI technology in 2025, after a period of more reservation in 2023-24.

Within professional asset managers, many think of AI as a potential alpha engine, and have been evaluating AI based on this metric. But at Exante Data, we are thinking about it more as a tool to save time, avoid boring work, to automate, and do more. Ideally, AI will allow ‘us humans’ to have more time to be creative…

For a bit more color on this topic see the Exante Data letter from a few days ago (link).

The content in this piece is partly based on proprietary analysis that Exante Data does for institutional clients as part of its full macro strategy and flow analytics services. The content offered here differs significantly from Exante Data’s full service and is less technical as it aims to provide a more medium-term policy relevant perspective. The opinions and analytics expressed in this piece are those of the author alone and may not be those of Exante Data Inc. or Exante Advisors LLC. The content of this piece and the opinions expressed herein are independent of any work Exante Data Inc. or Exante Advisors LLC does and communicates to its clients.

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