Talking Heads - Cheaper, smarter and ever broader uses: AI offers a long growth runway

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Published on June 18, 2026

Artificial intelligence (AI) models continue to get smarter and cheaper, spurring adoption and expanding the total addressable market. Pamela Hegarty and Derek Glynn, Co-portfolio Managers of BNPP AM’s disruptive technology strategy provide Daniel Morris, Chief Market Strategist, with their expert views of the current AI industry and its investment potential, not least in supporting both training and inferencing applications.

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Talking Heads - Cheaper, smarter and ever broader uses: AI offers a long growth runway

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