Wall Street Says 2026 Is Year Three of a 10-Year AI Revolution
Wedbush Securities published a landmark note this week: 2026 is year three of a 10-year AI revolution cycle — and the inflection point where infrastructure investment transforms into monetization. Google, Apple, Meta, Amazon and Microsoft are identified as the primary beneficiaries. Massive AI spending from governments, Asia and the Middle East is also forecast. gafam.ai examines what Wall Street’s most bullish AI forecast means for European investors, enterprises and regulators.