https://www.live-feeds.com/feed/big-investors-hunt-for-tomorrow-s-ai-winners-as-capex-angst-fadesContinuously updated, source-cited coverage. https://www.live-feeds.com/feed/big-investors-hunt-for-tomorrow-s-ai-winners-as-capex-angst-fadeshttps://www.live-feeds.com/feed/big-investors-hunt-for-tomorrow-s-ai-winners-as-capex-angst-fades#u44734Tue, 18 Aug 2026 04:50:19 +0000Institutional investors are pivoting away from concerns over capital expenditure to identify the next generation of AI winners. The current strategy emphasizes broader infrastructure bets and AI enablers rather than just primary software or chip makers. This includes a move toward specialized industrial suppliers such as gas producers and vacuum pump manufacturers. Some analysts expect specific AI stocks to grow by more than 30% before the end of 2026 as the market matures.Why it mattersEarly AI investment focused heavily on large-scale model developers and hardware giants. As the market matur