Rajiv Jain, chairman and chief investment officer of GQG Partners, has shifted from skepticism toward artificial intelligence (AI) investments to a more confident view, according to a Bloomberg report. The reversal follows GQG’s earlier avoidance of the sector amid client outflows and weaker performance metrics, and comes as broader market optimism toward AI grows. The change could influence investment strategies, sector sentiment and valuations, including market expectations for Anthropic. Investors are watching for announcements from strategic partners such as Amazon or Google, as well as major contracts or initiatives involving Anthropic. The source also promotes live prediction-market analysis powered by Vera.