Khaberni - With the acceleration of artificial intelligence at an "astonishing speed," the betting on its future—as described by Bloomberg—is a blend of allure and risk all at once.
The impact on investment portfolios, the economy, and everyday life is growing day after day, to the extent that technology giants benefiting from the boom now constitute about 36% of the S&P 500 index, while Nvidia alone accounts for nearly 8% of it, according to Bloomberg.
On the other hand, the agency points out that the wave of capital expenditure on data centers is giving a tangible boost to the American economy, but it also raises questions about the erosion of entry-level jobs and the increasing pressure on electricity and water supplies.
To understand "where promises translate into profits," Bloomberg surveyed the opinions of 4 investment experts, each with a different angle on the ongoing transformation:
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Cathy Wood, CEO of "Ark Invest," known for her focus on transformative technologies.
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Denny Fish, Head of Technology Research and Portfolio Manager at "Janus Henderson," specialized in building long-term investment strategies for the tech sector.
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Tausha Wang, Portfolio Manager at "Fidelity International," focusing on the intersection of artificial intelligence, macro cycles, and commodities.
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Michael Smith, Head of Growth Equity Team at "Wellspring Global Investments," specialized in investing in infrastructure, energy, and healthcare.
Their insights, as conveyed by Bloomberg, indicate that opportunities are not limited to large language models, but also extend to the intersections of data with infrastructure, energy, natural resources, and healthcare.
Robo-Taxis: A Market in the Tens of Trillions
Cathy Wood, CEO of "Ark Invest," puts what Bloomberg calls "embodied intelligence" at the forefront of the 2026 opportunities, specifically autonomous transportation.
Bloomberg quotes Wood estimating that the global self-driving taxi ecosystem could expand to between 8 to 10 trillion dollars over 5 to 10 years, considering Tesla to be in a "leading position" both inside and outside America.
Furthermore, Bloomberg mentions an eye-catching figure in Wood's thesis: a price target for Tesla at $2,600 within four years compared to its "current" range of $400 to $450, claiming 90% of this scenario is linked to "robo-taxis."
Wood elaborates, according to Bloomberg, on the "operational data" rationale—millions of vehicles on the roads collecting "edge case data" (accidents, breakdowns, rare conditions), potentially making a difference in a market "tending towards a winner takes most share."
Conversely, Bloomberg notes that "Waymo," owned by "Google," has been operational since 2018 but moved slowly before beginning to accelerate, partly because Tesla entered the Austin market in June with robo-taxi services.
Healthcare Sector
Bloomberg highlights another advancing arena represented by the healthcare sector as a "return/impact" field that could exceed the traditional buzz around chips and software.
Bloomberg relays from Wood references to leaps in "gene sequencing" technology and the emergence of what she calls "single cell sequencing" widely used in identifying cancer and developing treatment strategies.
In this context, Wood mentions two preferred companies, "10x Genomics" and "Tempus AI."
According to Bloomberg, "Tempus AI" is presented as a platform that analyzes a large volume of patient data to extract indicators that might improve diagnoses and treatment decisions, with the potential to become "one of the key informational pillars" of healthcare in America.
Data Centers
Denny Fish of "Janus Henderson" offers an approach more akin to "portfolio engineering" rather than betting on a single name. According to Bloomberg, Fish breaks the adoption cycle of artificial intelligence over the coming decade into three strands:
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Enablers (infrastructure, chips, data centers, and energy)
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Enhancers (software that benefits from or is disrupted by artificial intelligence)
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End-users (companies that employ artificial intelligence to gain a competitive edge).
