Part 10/12:
This journey mirrors previous tech cycles—be it cloud or mobile—where initial infrastructure spending paved the way for massive applications and productivity gains. The winners, namely companies like Microsoft, Google, Snowflake, and Oracle, will be those that capitalize on this monetization phase.
Final Thoughts
The AI revolution is still in its early days, with only a tiny fraction of companies adopting it. The market, however, appears to be underestimating this wave, much like in past transformative cycles. The key lies in recognizing that 2026 could be the year when AI's potential fully materializes into tangible financial growth.