To demonstrate the acceleration of the pace of progress in AI, this paper discusses five of the most important AI themes in play today: physical AI, China’s ascending capabilities, Trump’s tech agenda, agentic AI and open-source models.

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Kevin Hebner

Kevin Hebner is a Managing Director and global investment strategist on Epoch’s Global Portfolio Management team.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.