KI revolutioniert US-Märkte: Nvidia profitiert, während kreative Branchen und Werbung leiden

Die künstliche Intelligenz durchdringt die US-Wirtschaft – und hinterlässt Gewinner und Verlierer. Während Tech-Giganten wie Nvidia neue Höhenflüge erleben, geraten traditionelle Sektoren unter Druck.

Kreativbranche im Abwind: KI-generierte Inhalte ersetzen zunehmend menschliche Arbeit. Werbeagenturen und Personaldienstleister kämpfen um ihre Existenz.

Der Finanzsektor beobachtet das Spektakel mit typischer Gelassenheit – Hauptsache, die Algorithmen generieren genug Gebühren für die nächsten Quartalszahlen.

Not every business on AI’s path is struggling

Technology has a long history of displacing older markets, from telegraphs replaced by telephones to Blockbuster losing out to Netflix.

Adam Sarhan, CEO of 50 Park Investments, said, “Any company where you’re paying someone to do something that AI can do faster and cheaper will be wiped out, think graphic design, administrative work, data analysis.”

Duolingo Inc., despite competition from AI translation systems, has doubled its share price over the last year after boosting its 2025 revenue guidance, thanks in part to its own AI-powered tools. Still, questions linger over how sustainable such growth will be.

The gap between stock market winners and laggards has widened considerably in 2025. Earlier this year, low-cost AI products from China raised doubts about U.S. dominance, but instead of slowing their efforts, large tech players have expanded their budgets.

Microsoft, Meta, Alphabet Inc., and Amazon.com Inc. are forecast to invest roughly $350 billion in total capital spending this fiscal year, almost 50% higher than the prior year, largely to expand AI infrastructure. This surge has benefited companies like Nvidia, whose processors drive most AI systems.

Determining which enterprises are most at risk isn’t always simple. Alphabet, a leader in AI development, still appears on Bank of America’s high-risk roster, in part because it must defend its stronghold in online search. In other cases, the risk is clearer: advertising giant Omnicom Group Inc. has dropped 15% this year, and WPP Plc has plummeted over 50%, amid reports that Meta aims to fully automate ad creation.

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