Märkte und Analysen

Where’s the long-term value in AI?

June 22, 2026

Lesezeit: 2:46 mins

AI investment enthusiasm is rising, but returns will vary widely. Long-term value is more likely where practical, commercially viable use cases are already beginning to emerge, says Walter Scott’s George Dent.

Key points:

Walter Scott has more confidence in upstream beneficiaries of artificial intelligence (AI) than heavy capital-spending companies.
Evidence is growing that some companies can monetise AI, changing the overall outlook.
Many current AI applications may not become profitable or endure over time.
Finance and IT already show practical AI use cases with clear value.
Capital spending risks remain, but strong cash generation reduces the likelihood of broader systemic problems.

3468159 Exp: 25 september 2026

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