AI Boom Gathers Momentum As Adoption Rates Outshine Wall Street Expectations

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With tech leaders set to ramp up their spending on AI infrastructure in 2026, fears over an artificial intelligence bubble appear to be dissipating, for now. Artificial intelligence leaders have ...

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Around 78% of bu","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4023":"应用软件","VGT":"信息技术ETF-Vanguard","BK4528":"SaaS概念","GOOGL":"谷歌A","BK4543":"AI","BK4587":"ChatGPT概念","BK4551":"寇图资本持仓","AI":"C3.ai, Inc.","BK4588":"碎股"},"translate_title":"随着采用率超出华尔街预期，人工智能热潮势头强劲","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GOOGL":0.6,"AI":0.9,"VGT":0.81},"content_text":"With tech leaders set to ramp up their spending on AI infrastructure in 2026, fears over an artificial intelligence bubble appear to be dissipating, for now. \nArtificial intelligence leaders have consistently beaten Wall Street consensus estimates when it comes to earnings, and recent figures from the likes of Nvidia, Micron, and Taiwan Semiconductor are further evidence that firms are continuing to grow at breakneck speed. \nEstimates suggest that tech giants will spend $400 billion on AI infrastructure this year alone, generating fresh optimism for further growth throughout the sector. \nThe lure of AI has become so strong that investors are abandoning sectors like software in a bid to gain exposure to the Dow Jones, as artificial intelligence adoption rates across more traditional sectors helped the Dow Jones Industrial Average to cross the 50,000-point threshold for the first time. \nAI's wide reach across industries is an example of the technology's transformative potential. Around 78% of businesses worldwide use artificial intelligence for at least one function, while 71% have reported using generative AI by late 2024. \nThe United States has the highest volume of AI adopters by some margin, with 29,618 firms using artificial intelligence for their processes. In comparison, India ranks second with 8,178 businesses using AI. \nsaid Tomos Russell, portfolio manager at Wealthify, in a thought piece on the future of artificial intelligence.  \n\"But what does this mean for investors?\" Wealthify analysts in a thought piece on the future of artificial intelligence attempted to look ahead to the industry's outlook for the year ahead: \"For some, it means a sense of optimism, what with AI shares driving strong market performance in 2025 and the sector's leading companies publishing broadly encouraging earnings reports recently.\"\n\"For others, a sense of caution, as last November's AI-related volatility means fears of overvaluations and bubbles still linger.\"\nFollowing a rip-roaring 2023 and 2024, artificial intelligence stocks were more subdued, albeit by their own standards, in 2025. But is Wall Street still failing to measure the true strength of the AI boom? \nThe most recent quarterly results show the extent to which the rate of AI adoption is surpassing Wall Street estimates. \nIn the case of the world's most valuable stock, Nvidia, the semiconductor giant's reported sales of $57 billion during Q3 2025 and earnings per share (EPS) of $1.30 far surpassed consensus estimates of $54.7 billion and $1.23 per share.\nLikewise, Micron posted sales of $13.6 billion, outpacing consensus estimates by $400 million. Elsewhere, TSMC reported revenue of $33.7 billion for the quarter, beating forecasts of $33.1 billion. \nAll three companies beat Wall Street expectations on their top and bottom lines, but why has it become so difficult for consensus estimates to hit the mark when it comes to charting AI growth? \nThe sheer rate of AI adoption among corporations for both software and hardware has grown at such a rapid pace that it's become difficult to accurately chart the precise direction it will take, especially with expectations of an eventual slowdown that hasn't yet arrived. \nMore recently, Meta has announced a $6 billion deal with Corning, a manufacturer of complex materials for telecoms and electronics, to supply fiber optic cables for the data centers that are being built. \nCEO Mark Zuckerberg suggested on Meta's earnings call that a \"major AI acceleration\" will continue to gather momentum in 2026, as the capabilities of agents grow to support the development of new products and approaches to work. \nTo sustain AI's exponential growth on Wall Street, the industry will need to begin delivering on the promise of the capabilities of artificial intelligence. \nThere's already evidence of this in action with Google parent company Alphabet facilitating more real-world examples of AI in action in 2026. \nNotably, Walmart recently announced its intentions to expand AI-powered drone delivery as a means of cutting operational costs. \nThe ability of the technology to both deliver tangible returns and cut costs is a major factor in supporting growth on Wall Street, and with AI adoption spanning countless industries, it's fair to say that more milestones will be passed both on the S&P 500 as a result of artificial intelligence growth and on more traditional indexes like the Dow Jones. \nAlthough 2025 brought some wariness among investors about the future direction of AI stocks, the continued outperformance of key industry players appears to not only be confounding market expectations but also driving more growth throughout industries outside of the typical tech landscape. \nWhile there are still expectations of an upcoming AI slowdown, adoption rates are continuing to transform traditional sectors at scale, boosting efficiency and improving bottom lines. Looking ahead, it appears that the AI boom will continue to gather momentum in 2026 as analysts continue to keep up the pace with the rate of growth on Wall Street.\nDisclosure: On the date of publication, Dmytro Spilka did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer. Dmytro Spilka does not intend to make a trade in any of the securities mentioned above in the next 72 hours.\nBenzinga Disclaimer: This article is from an unpaid external contributor. It does not represent Benzinga’s reporting and has not been edited for content or accuracy.\nTo add Benzinga News as your preferred source on Google, click here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}