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Investments in intelligenza artificiale (AI) are experiencing a period of unprecedented expansion. Amid stellar valuations, growing startups, and resounding announcements, it becomes increasingly difficult to distinguish between hype and real value. During the AI Week, the international fund Langoustia Capital shared a clear and strategic vision: the true potential of AI lies in concrete applications, especially in vertical software enhanced by artificial intelligence. The explosion of AI investments in 2025 According to Goldman Sachs, in 2025 investments in AI will exceed 200 billion dollars, with an acceleration driven by venture capital, private funds, and large tech companies. Here are some data that demonstrate the scope of the phenomenon: OpenAI is close to a fundraising round that would bring it to a valuation of 340 billion dollars. Figure AI, active in humanoid robotics, has gone from 2 to 40 billion in valuation in just one year. Companies like Disney, Nvidia, Google DeepMind, and Elon Musk’s X.ai are integrating artificial intelligence into their processes and products. But not all that glitters is gold: the case of the Chinese model DeepSeek has caused a billion-dollar crash in the stock market, confirming that the AI market is highly speculative and reactive. Lessons from the past: from the hardware boom to applied AI According to Langoustia Capital, to understand how to invest inartificial intelligence today, it is useful to look at the history of technology. In the ’90s, the market rewarded companies like HP, IBM, Cisco, protagonists of the hardware revolution. Over time, however, the real value shifted to software: Google, Amazon, and Microsoft grew thanks to their ability to create scalable platforms. The infrastructure becomes commoditized. The software defends itself, scales, and generates lasting value. Vertical software and AI: the new paradigm for startups and funds The future lies in the combination of vertical…

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Filed under: News - @ May 31, 2025 7:28 am