Chips, Energy, Robotics: The Winning Sectors of the New AI Boom!
Reading Time: 3 minutes
The AI boom has entered its second, more substantial phase in 2026. It's no longer just about software promises, but about physical infrastructure: computing power, energy supply, and the materials for the next generation of robots. Four industries are emerging as clear winners. At the forefront are the so-called Neoclouds , specialized cloud providers renting NVIDIA computing power. CoreWeave has been awarded the highest independent rating seal in the industry for the third consecutive time, but it continues to struggle with investor skepticism...
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