{"id":21120,"date":"2026-11-02T08:40:21","date_gmt":"2026-11-02T08:40:21","guid":{"rendered":"https:\/\/www.agencesand.fr\/fibee\/intelligence-artificielle-distinguer-lobsolescence-des-infrastructures-du-potentiel-de-croissance\/"},"modified":"2026-11-11T14:57:31","modified_gmt":"2026-11-11T14:57:31","slug":"intelligence-artificielle-distinguer-lobsolescence-des-infrastructures-du-potentiel-de-croissance","status":"publish","type":"fibee","link":"https:\/\/www.agencesand.fr\/en\/fibee\/intelligence-artificielle-distinguer-lobsolescence-des-infrastructures-du-potentiel-de-croissance\/","title":{"rendered":"Intelligence artificielle : distinguer l\u2019obsolescence des infrastructures du potentiel de croissance"},"content":{"rendered":"<p class=\"wp-block-paragraph\">Dans son analyse du 2 novembre 2026, <strong>Pictet Asset Management invite \u00e0 relativiser les craintes entourant les investissements dans l\u2019intelligence artificielle<\/strong>. La d\u00e9pr\u00e9ciation possible des infrastructures existantes ne signifie pas n\u00e9cessairement un essoufflement du secteur : elle peut accompagner l\u2019arriv\u00e9e de technologies plus performantes et moins co\u00fbteuses.<\/p>\n<p class=\"wp-block-paragraph\">La rentabilit\u00e9 de l\u2019IA d\u00e9pend notamment du d\u00e9ploiement des agents dans les entreprises, qui n\u00e9cessite d\u2019adapter les processus et de connecter les donn\u00e9es. Elle repose aussi sur le co\u00fbt d\u2019utilisation des mod\u00e8les, influenc\u00e9 par les choix logiciels, les puces et la consommation \u00e9nerg\u00e9tique. <strong>Des \u00e9quipements peuvent ainsi perdre rapidement de leur valeur tandis que les nouveaux investissements se poursuivent.<\/strong><\/p>\n<p class=\"wp-block-paragraph\">Pictet AM attire toutefois l\u2019attention sur deux risques pour les entreprises europ\u00e9ennes : <strong>le durcissement des conditions de refinancement et la hausse du prix du gaz<\/strong>. Ces tensions peuvent peser simultan\u00e9ment sur les marges, la tr\u00e9sorerie et la comp\u00e9titivit\u00e9 industrielle.<\/p>\n<p class=\"wp-block-paragraph\">L\u2019analyse souligne enfin que les corrections boursi\u00e8res peuvent cr\u00e9er des opportunit\u00e9s, notamment parmi les semi-conducteurs sud-cor\u00e9ens, tout en appelant \u00e0 privil\u00e9gier l\u2019examen des fondamentaux face aux r\u00e9actions \u00e9motionnelles.<\/p>\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/am.pictet.com\/fr\/fr\/institutions\/perspectives-investissement\/multi-actifs\/2026\/l-essentiel-macro-h2#Panique%20IA\">Lire l\u2019article original sur le site de Pictet Asset Management \u2192<\/a><\/p>\n<p>L\u2019article <a href=\"https:\/\/www.experts-du-patrimoine.fr\/intelligence-artificielle-distinguer-lobsolescence-des-infrastructures-du-potentiel-de-croissance\/\">Intelligence artificielle : distinguer l\u2019obsolescence des infrastructures du potentiel de croissance<\/a> est apparu en premier sur <a href=\"https:\/\/www.experts-du-patrimoine.fr\/\">Experts du Patrimoine<\/a>.<\/p>\n","protected":false},"featured_media":0,"template":"","meta":{"_acf_changed":false},"class_list":["post-21120","fibee","type-fibee","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Intelligence artificielle : distinguer l\u2019obsolescence des infrastructures du potentiel de croissance &#187; Agence SAND<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.experts-du-patrimoine.fr\/intelligence-artificielle-distinguer-lobsolescence-des-infrastructures-du-potentiel-de-croissance\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Intelligence artificielle : distinguer l\u2019obsolescence des infrastructures du potentiel de croissance &#187; Agence SAND\" \/>\n<meta property=\"og:description\" content=\"Dans son analyse du 2 novembre 2026, Pictet Asset Management invite \u00e0 relativiser les craintes entourant les investissements dans l\u2019intelligence artificielle. La d\u00e9pr\u00e9ciation possible des infrastructures existantes ne signifie pas n\u00e9cessairement un essoufflement du secteur : elle peut accompagner l\u2019arriv\u00e9e de technologies plus performantes et moins co\u00fbteuses. 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