Karina Sucha manages hardware technology investments for NBIM. She reviews 2025 tech sector performance, highlighting semiconductor outperformance, Alphabet's Gemini 3 success, and enterprise AI adoption metrics.
Alphabet's successful Gemini 3 launch has positioned it as the current AI leader among tech giants, reclaiming the AI crown.
ChatGPT's user base has grown to over 800 million weekly users, demonstrating massive consumer adoption of generative AI.
Cursor's AI code editor has achieved massive enterprise adoption with over 50% of Fortune 500 companies using it, signaling strong product-market fit in AI developer tools.