Investors are likely underestimating AI profitability across the supply chain, Nomura said.
The Japanese financial services firm highlighted that the full financial impact of artificial intelligence adoption has not been fully reflected in current market valuations.
Nomura's analysis suggests significant upside potential as AI-driven efficiencies continue to scale throughout global supply chains.
This comes as companies across sectors increasingly invest in AI infrastructure and automation technologies.
Source: Wall Street Journal Markets · Summarized by HeadlinesBriefing