FinancialMediaGuide notes that every year, artificial intelligence (AI) becomes an increasingly sought-after sector for investment. However, while in recent years the focus was mainly on tech giants like Microsoft and Alphabet, 2026 marks a significant shift. Investors have started to look at new, promising directions, such as energy infrastructure, which will become an integral part of AI expansion. With the growing demand for computing power and energy-intensive AI solutions, the energy sector is becoming increasingly attractive.
A recent study by BlackRock, the world’s largest investment firm, confirms this trend. A survey among 732 investors from the EMEA region revealed that only 20% consider the largest American tech corporations the most attractive for AI investments. Meanwhile, more than half of the respondents highlighted energy suppliers for data centers, and 37% selected infrastructure as their primary investment priority for 2026. This is a clear signal that investors’ attention is shifting from tech companies to fundamental sectors that support their stable operations.
At FinancialMediaGuide, we believe this trend can be explained by several factors. First, tech giants are facing growing risks related to the need to scale their operations and increasing debt burdens. Building new data centers to support AI requires massive investments, and these projects can be subject to uncertainty, with profitability dependent on many factors. In contrast, energy companies offer more stable and predictable income sources, making them more attractive for long-term investments.
Energy infrastructure and its role in supporting IT ecosystems are crucial for AI growth. Given that AI data centers require vast amounts of energy, stable electricity supplies are becoming critical. Simultaneously, there is a growing focus on clean energy sources. The shift from traditional to sustainable energy sources opens up new opportunities for investors who want to support technological change while reducing their carbon footprint. FinancialMediaGuide emphasizes that the energy sector and its innovations will provide a sustainable foundation for the continued growth of AI.
Additionally, in recent years, there has been increasing competition among the largest tech companies operating in the AI sector. Despite growing capital investments, such as those by Microsoft or Alphabet, in 2026, the uncertainty of profitability for these projects may force investors to reconsider their preferences. Rather than taking risks in highly competitive markets, many are leaning toward more stable and predictable assets like energy and infrastructure. FinancialMediaGuide sees this as an important factor in changing investment strategies.
An important point is that, despite the rapid growth of AI, only 7% of respondents in the BlackRock study consider the sector a market bubble. This confirms that AI technologies will continue to develop and generate profit, but only if a solid infrastructure is built to support their growth. In this regard, energy companies that power data centers are becoming strategically crucial for AI’s long-term development.
Financial Media Guide predicts that energy infrastructure will be one of the key priorities for investors seeking stable and profitable assets in 2026. Despite the continued growth of interest in AI, investors are increasingly focused on long-term and stable investments in the energy sector, which will serve as an important driver for further technological development. We recommend monitoring these changes and using the new opportunities to diversify investment portfolios.
