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Highlights from the UBS Global Technology and AI Conference 2025

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Highlights from the UBS Global Technology and AI Conference 2025
The UBS Global Technology and AI Conference, brought together investors, visionaries, thought leaders and industry experts across the software, hardware, internet, and payment sectors to discuss the AI opportunity for investors.


Robots and agents. AI in physical systems. Data centers driving growth. These were just some of the themes shaping the dialogue at the conference.
Whether in sessions or client conversations, one question dominated: Are we in an AI boom or a bubble?
Watch the highlights to see what’s next.

How are Asia investors recalibrating AI and Tech expectations heading into the new year?
We did a pulse check at our UBS Global Technology and AI Conference where one theme stood out: AI demand remains strong, but with a sharper focus on sustainability and supply‑chain constraints as we head into 2026.
The 2025 UBS Global Technology and AI Conference offers a new perspective on the AI revolution.
As AI continues to define the future of finance, the business world is no longer asking what if but how to. At the 2025 UBS Global Technology and AI Conference, leaders across a wide range of industries revealed how they’re maintaining forward momentum in an uncertain market.
Whether they’re selling soda, groceries, or blockbusters, here’s what transformation looks like within their organizations – and how their strategies converge.
UBS conferences provide professional investors with a wide variety of opportunities to engage, from large scale global sector and country specific programs, to thematic investor days and direct access to companies through post conference 'on the ground' Research tours.
Attendance at UBS conferences is by invitation only. Please speak to your UBS representative for more information.

Frank Keller, Founder and CIO, Talos Asset Management and Dan Murphy, Co-Head Distribution, Americas, Global Markets, UBS discuss investing in disruption.

Hear from Dmitry Shevelenko, Chief Business Officer, Perplexity AI and Natasha Motwani, Head of Private Market Sales, Americas, UBS on the AI opportunity.

Owen Jennings, Business Lead, Block and Timothy Chiodo, Equity Research Analyst for Payment, Processors and FinTech, UBS touch upon on the evolution of payments.

Dive deeper into what AI is doing for enterprise with Dinesh Nirmal, Senior Vice President, Products, IBM Software, and David Vogt, Equity Research Analyst for US IT Hardware and Networking, UBS.