JPMorgan Private Bank's Sitara Sundar warned investors on September 30 that the artificial intelligence sector is navigating a critical transition period defined by two concurrent investment cycles—one in mature infrastructure and another in nascent applications—requiring a deliberate diversification of bets beyond today's mega-cap chipmakers. Speaking to Bloomberg Television, Sundar, the bank's Head of Alternative Investment Strategy, characterized the current market turbulence as "healthy" volatility rather than a crisis, explaining that investors are grappling with divergent timelines and risk profiles across different layers of the AI value chain.
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