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2026 AI Predictions
My calls for AI development in 2026.
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2026 ai calls:
- China will make rly good progress on both software side (keeping up with US frontier models) as well as significant tangible leaps on its hardware self-sufficiency
- US will be pressured to keep investments in AI going, as a prime economic stimulator and as an arms race against China
- I think inflation / money printing is used as the mechanism to allow for this. True inflation is probably 20% even if they keep the CPI at 4%
- I think 2026 will be a continue as a bullish year for equity markets. "AI bubble" doomers are right eventually, but they are too early.
- More on world models, robotics. 2026 first inning, 2027 2028 we start seeing more and more. such a high ROI field
- Bullish on memory stocks, storage stocks, with all of the above AI growth expected