- Big Bets in IT
- Future Opportunities
- Maturing Internet Industry
Following the success of Nvidia investments in 2024, the question looms about what the future holds for the tech sector. This article examines the current state and future prospects.
Big Bets in IT
Big Tech companies currently hold the top positions in terms of value. For example, Amazon is valued at 1.75 trillion dollars today, whereas its total valuation in private markets before IPO was just 8 million dollars.
Future Opportunities
A key question for the industry is whether past successes can be repeated in the future. There is an opinion that this will become more difficult as the internet is nearly finished, and it is unclear if the next technological breakthrough, such as AI or deep tech, can offer similar massive returns.
Maturing Internet Industry
The global internet is nearly complete, particularly in wealthy countries. There is some work left to wire countries lacking extensive broadband networks, but local telecommunications or companies like Starlink or Huawei will handle most of that. Furthermore, growth rates in the IT industry are slowing because new software companies have to compete with established ones.
The future of the tech sector may be more challenging than the past decades. However, it also creates room for new areas like deep tech and AI to become the next significant sources of revenue.
