AI in 2026: Discover the Game-Changing Opportunities for Smart Investors

AI's Explosive Growth: Where Promises Become Profits – Insights from Top Investors

December 15, 2025

Advanced AI data centers powered by NVIDIA technology, driving massive capital investment. (Source: NVIDIA)

As artificial intelligence accelerates at a breathtaking pace, betting on its future represents a captivating blend of irresistible allure and bold risk, as Bloomberg aptly describes it.

The impact of this revolution extends profoundly to investment portfolios, the global economy, and everyday life. Tech giants benefiting from the boom now account for approximately 36% of the S&P 500 index, with NVIDIA alone comprising nearly 8%, according to Bloomberg. Meanwhile, massive capital spending on data centers is providing a tangible boost to the U.S. economy, yet it raises legitimate concerns about the erosion of entry-level jobs and mounting pressure on electricity and water resources.

To understand where grand promises translate into real profits, Bloomberg surveyed four prominent investment experts, each offering a unique perspective on the ongoing transformation:

Cathie Wood
CEO, ARK Invest

Denny Fish
Janus Henderson

Taosha Wang
Fidelity International

Michael Smith
Allspring Global Investments

Top investors like Cathie Wood sharing AI strategies. (Source: Bloomberg/YouTube)

Their insights reveal that AI opportunities extend far beyond large language models, intersecting with data infrastructure, energy, natural resources, and healthcare.

Robotaxis: A Trillion-Dollar Market

Tesla's vision for autonomous robotaxis revolutionizing transportation. (Source: Fox Business)

Cathie Wood places what Bloomberg terms "embodied intelligence" at the forefront of 2026 opportunities, particularly autonomous transportation.

She estimates the global robotaxi ecosystem could expand to $8–10 trillion within 5–10 years, with Tesla leading both in the U.S. and abroad. Wood attributes 90% of Tesla's future value to robotaxis, projecting a stock price target of $2,600 within four years. This vision relies on millions of vehicles collecting "edge case" data—rare incidents and anomalies—creating a winner-takes-most advantage.

In contrast, Google's Waymo has operated commercially since 2018 but has accelerated recently, partly in response to Tesla's entry into the Austin market.

Healthcare: Revolutionizing Diagnosis and Treatment

AI integrating with next-generation sequencing for precision medicine. (Source: MDPI)

Healthcare emerges as a promising arena blending financial returns with profound human impact. Wood highlights breakthroughs in gene sequencing and "single-cell sequencing," enabling precise cancer identification and personalized treatment strategies.

Her favored companies include 10x Genomics and Tempus AI, the latter analyzing vast patient data to enhance diagnostics and potentially become a cornerstone of U.S. healthcare information infrastructure.

Data Centers and the Adoption Cycle

Denny Fish offers a portfolio-engineering framework, dividing AI adoption over the next decade into three baskets:

• Enablers (infrastructure, chips, data centers, energy).
• Enhancers (software benefiting from or disrupted by AI).
• End Users (companies gaining competitive edges through AI).

The market remains in the "enabling" phase, driven by heavy spending from giants like Microsoft (via Copilot) and Alphabet (via Gemini). Fish warns of disruptions in software, with opportunities in firms like Intuit, Datadog, and Snowflake, alongside end users such as Deere and Blackstone.

Copper and Energy: Growth Constraints

Rising copper demand fueled by AI data center expansion. (Source: Bloomberg)

Taosha Wang views AI as an economic force generating inflationary pressures through data center spending, making copper an overlooked hedge amid exponential demand growth against declining supply. She also reassesses China as a competitive, cost-effective tech source following achievements like DeepSeek.

Michael Smith identifies energy as the primary bottleneck for AI expansion, opening doors for infrastructure players like Quanta Services and Talen Energy, plus faster gains in digital health (RadNet) and data-driven insurance (Progressive Insurance).

A Human Touch in Daily Life

Bloomberg concludes on a personal note: AI experts already integrate these tools into daily routines—explaining math to children, generating stories for distant grandchildren, or unraveling complex classical music. Yet warnings persist: safety margins in valuations are narrow, and unseen risks may prove most impactful.

Ultimately, the experts converge on a practical consensus: Diversify AI exposure rather than concentrating on a single path. The greatest opportunities may arise in sectors overlooked amid the boom's peak. AI is not merely a technology—it's a profound shift reshaping the landscape of investment and human experience.

Source: Bloomberg Analysis (December 2025) – Insights from Cathie Wood, Denny Fish, Taosha Wang, and Michael Smith.

Follow NexusAlert for cutting-edge analysis on AI, technology trends, and global investments.