Why the AI trade could change in 2026

Group 1 - The tech sector is experiencing significant growth driven by AI infrastructure spending, with a shift from pure growth to execution, competition, and risk as it heads into 2026 [1] - The concept of hybrid AI is emerging, where AI is deployed both in large cloud environments and on-premises, creating new opportunities for businesses [3][4] - Companies like Dell, HPE, Cisco, and those utilizing Nvidia and AMD chips are positioned to benefit from the growth in AI infrastructure and software development [4] Group 2 - Cybersecurity is becoming increasingly important as both attackers and defenders are leveraging AI to enhance their capabilities [5][6]