Where’s the long-term value in AI?
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.
2:46 mins Watch
Published on 22 June 2026
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.
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