Energy Providers Emerge As Top Investor AI Play for 2026
Investors continue to bet on the AI boom, but this year they see energy and power providers as the most compelling opportunities to increase exposure to the AI theme, the world’s biggest asset manager, BlackRock, said in its 2026 Investment Directions report this week. Respondents in a recent survey of hundreds of BlackRock clients believe in the AI theme and its value, but they are seeking to diversify in and around AI, expanding their exposure beyond the Magnificent Seven, hyperscalers, and Big Tech. More than half—54%—of BlackRock’s…