Can AI’s momentum overcome volatility?

AI is reshaping the technology sector and indeed the world, with economies and industries being reimagined. But the path forward remains volatile explains Alastair Unwin, Partner and Fund Manager on Polar Capital Global Technology Team, who explores how geopolitics, macro-economics, and disruptive moments like DeepSeek are shaping a new technological cycle. 

He argues that volatility is characteristic of the emergence of general purpose technologies and that rapid progress in AI models and infrastructure continues to support the team’s excitement in this rare example of discontinuous change.