Beyond Big Tech: Where the AI Investment Cycle Goes Next – Global X ETFs – 7.23.26

Summary:

The AI investment cycle is entering its next phase. The first wave was dominated by mega-cap tech companies and the race for compute. The next wave may be broader, as AI capex spreads across the ecosystem and creates new bottlenecks, earnings pools, and investment opportunities. AI semiconductors remain central, benefiting from the fabrication of advanced chips and the expanding hardware stack needed for next-generation computing. At the same time, data centers are becoming critical toll booths of the AI economy. Power demand is becoming more visible and more urgent. Robotics is bringing AI into the physical world and supporting a broader reindustrialization cycle.

In this webinar, we will discuss:

• Where the AI opportunity may go next
• Where earnings power may accrue
• How investors can think about positioning beyond the obvious winners.

We will focus on four thematic opportunities, AI semiconductors, data centers, electrification, and robotics, as differentiated, non-mega-cap-heavy ways to gain exposure to the next leg of AI, from buildout to adoption and real-world implementation.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Tejas Dessai leads Global X’s Thematic Research efforts as Director of Research. Tejas joined Global X in 2022 as a Research Analyst, covering technology themes and products, with a focus on disruptive technologies including artificial intelligence, robotics, cybersecurity, social media, gaming, and digital advertising.

His research has been extensively covered in the tech and financial press, including the Wall Street Journal, Bloomberg, The Washington Post, Business Insider, and Reuters. He routinely publishes his insights on the Global X website, covering disruption and structural trends transforming the global economy, with focus on themes such as defense technology, artificial intelligence, and data centers.

Prior to joining Global X, Tejas worked as an Associate for SSR LLC, an independent research provider, covering mega and large cap TMT equities, specifically focusing on disruptive technology and emerging trends. Tejas holds a BTech in Electronics and Communications Engineering from the National Institute of Technology Goa and earned his MEng in Industrial Engineering from North Carolina State University at Raleigh.

Ido re-joined Global X in 2022 as a Research Analyst covering both public and private companies relevant to Global X’s Disruptive Technology-focused ETFs including Artificial Intelligence, Robotics, FinTech, Cloud, Cybersecurity, Social Media, Defense Tech, and more. Previously, Ido worked as an Equity Research Associate for Canaccord Genuity where he covered large and SMID cap stocks across the broader Internet sector, prior to which he worked as an Investment Consultant for Global X where he covered IBD, RIA, and Institutional clients. Ido holds a BS in Psychology from the University of Georgia in Athens, GA.