Don’t Miss Out: Top AI Fields to Invest in for 2026

Where to Invest in AI in 2026: Top Opportunities and Expert Strategies

December 15, 2025

Gartner highlights AI as a dominant strategic trend for 2026. (Source: Gartner)

Projected explosive growth in the global artificial intelligence market. (Source: Statista)

As we approach 2026, artificial intelligence continues to dominate investment landscapes, with experts forecasting sustained growth driven by infrastructure expansion, practical applications, and supporting commodities. Drawing from recent analyses by Bloomberg and leading investors like Cathie Wood (ARK Invest), Denny Fish (Janus Henderson), Taosha Wang (Fidelity International), and Michael Smith (Allspring Global Investments), the opportunities extend beyond traditional tech giants into autonomous systems, healthcare, energy, and resources.

1. Autonomous Transportation and Robotaxis

Tesla Cybercab – Autonomous robotaxi expected to enter production in 2026. (Source: Tesla)

Elon Musk presenting Tesla's robotaxi vision. (Source: Tesla Event)

Cathie Wood emphasizes "embodied AI," predicting the global robotaxi market could reach $8–10 trillion in the coming decade. Tesla leads due to its vast real-world data collection from millions of vehicles.

Competition from Waymo (Alphabet) is intensifying, but Tesla's data advantage positions it strongly.

2. AI in Healthcare and Genomics

Tempus AI integrates genomics, big data, and AI for precision medicine. (Source: Tempus)

AI-powered single-cell genomics revolutionizing cancer detection and treatment. (Source: 10x Genomics)

Healthcare offers high-impact opportunities. Advances in single-cell sequencing and AI-driven diagnostics are transforming precision medicine. Favored picks include 10x Genomics and Tempus AI, which analyze massive patient datasets for better cancer detection and treatments.

3. Data Centers, Energy, and Infrastructure

Explosive growth in U.S. data center power demand driven by AI. (Source: IEA)

Surging copper demand from AI infrastructure and electrification. (Source: Bloomberg)

The AI boom's backbone is massive data center expansion, straining energy and resources. Experts highlight:

• Energy bottlenecks — Opportunities in utilities and infrastructure (e.g., Quanta Services, Talen Energy).
• Copper demand — As a hedge against inflationary pressures from data centers.

Core enablers like NVIDIA, TSMC, and Broadcom remain strong, with ongoing capex records expected in 2026.

Final Advice: Diversify for Long-Term Success

The consensus among experts is clear: Avoid concentrating solely on hype-driven stocks. Diversify across enablers (chips/infrastructure), applications (healthcare/autonomy), and constraints (energy/commodities). While risks like valuation bubbles and unseen disruptions exist, AI's transformative potential makes it a compelling theme for 2026.

Insights based on Bloomberg analysis and statements from Cathie Wood, Denny Fish, Taosha Wang, and Michael Smith (December 2025).

Stay ahead with NexusAlert – In-depth coverage of AI, technology investments, and global trends.