The 2025 Morningstar Investment Conference featured a compelling panel, "Today’s Thoughts on Tomorrow’s AI Industry," offering a deep dive into the burgeoning artificial intelligence sector. Speakers Brian Colello (Technology Equity Senior Analyst), Eric Compton (Director of Equity Research, Technology), and Dave Sekera (Chief US Market Strategist) from Morningstar Research Services LLC provided critical perspectives on investment opportunities, supply-demand dynamics, and market valuations within the AI landscape.
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2025 Morningstar Investment Conference - Brian Colello, Eric Compton, and Dave Sekera
AI's Current Impact and Future Trajectory
AI's presence is already substantial, with platforms like ChatGPT achieving user bases comparable to established domains such as X and Wikipedia. This engagement is translating into significant revenue streams, with OpenAI reportedly hitting $10 billion in Annual Recurring Revenue (ARR) and targeting $100 billion by 2029. The broader app/model ecosystem is estimated at $15 billion. Beyond direct revenue, AI is profoundly impacting productivity, with AI writing 30% or more of code at tech giants like Microsoft and Google and aiding in the design of advanced semiconductors.
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