Stocks CNBC 56d ago

Monetizers vs manufactures: How the AI market could splinter in 2026

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The AI market may experience a splintering effect in 2026 as AI infrastructure firms are poised to benefit from the shift of Big Tech companies from asset-light to monetizing their AI capabilities.

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Market impact analysis based on bullish sentiment with 71% confidence.

المشاعر
Bullish
ثقة الذكاء الاصطناعي
71%

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AI infrastructure firms are set to win from the evolution of once asset-light Big Tech firms.

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المقال الأصلي منشور بواسطة CNBC في ديسمبر 25, 2025.
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