Stocks CNBC 56d ago

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

Market Intelligence Analysis

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Why This Matters

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.

Market Impact

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

Sentiment
Bullish
AI Confidence
71%

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

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

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Original article published by CNBC on December 25, 2025.
Analysis and insights provided by AnalystMarkets AI.