Where investors may find the next 'big wave' for AI trade
The next massive gains in artificial intelligence may come from thousands of miles away. Tim Urbanowicz, chief investment strategist at Innovator from Goldman Sachs Asset Management, is urging inves…
The next massive gains in artificial intelligence may come from thousands of miles away. Tim Urbanowicz, chief investment strategist at Innovator fro
Read Full Story at CNBC Finance →Why This Matters
The hunt for the next trillion-dollar AI trade is shifting beyond Silicon Valley’s familiar giants, exposing investors to fresh risks—and potentially outsized rewards—in overlooked markets. As AI adoption accelerates globally, the next wave of disruption may emerge from regions where infrastructure, regulation, and talent collide in unexpected ways, reshaping portfolios for years to come.
Background Context
AI investment has long been concentrated in the U.S. and China, where deep capital pools and talent clusters fuel rapid innovation. However, emerging markets—particularly in Southeast Asia, Latin America, and Africa—are quietly building the foundational ecosystems for AI-driven growth, from cloud infrastructure to localized language models, often with lower valuations and higher upside.
What Happens Next
Investors should monitor policy shifts in these regions, where governments are balancing AI’s economic promise with concerns over data sovereignty and job displacement. Regulatory clarity—or its absence—will determine whether these markets become AI powerhouses or remain niche players in the global trade.
Bigger Picture
This decentralization of AI innovation reflects a broader pattern in tech cycles, where geographic diversification of capital often precedes the next phase of industry maturity. The next "big wave" may not be another Nvidia or Microsoft, but rather a mosaic of smaller, high-conviction bets that collectively redefine the AI landscape.
