The Top 3 Investment Themes That Will Dominate 2026

For the past two years, the AI narrative has focused on software, chatbots, and large language models (LLMs). In 2026, the focus will likely shift to the industrial sector’s implementation of these technologies. This industrial implementation is expected to drive high-performance computing (HPC) demand far beyond 2025’s record-high levels. In addition, the tech sector as a whole is quickly moving toward Agentic AI, a specialized software system capable of running complex enterprise workflows. Large language ...