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The AI Wave Keeps Building

Jun 30, 2025 10 minutes

From advanced reasoning models to applications, the next wave of AI innovation is here. These advancements are reshaping industries and redefining how businesses operate, delivering greater efficiency, deeper insights, and strategic advantages.

But what does this mean for investors?

  • How will AI agents impact industries and enhance human roles?
  • What are the implications for power demand and infrastructure?
  • Are emerging markets closing the gap on AI innovation?

Our latest research explores these questions and more, breaking down the complex and rapidly evolving AI landscape.

Read the full report here. 

Jennison Associates

Jennison's investing approach is rooted in our fundamental research and security selection; all of our portfolios are built from the bottom-up, security by security.

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