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Key Debates Transforming Technology, Media, and Telecom in 2026

By Michelle Brophy, Director of Research, Tech, Media and Telecom and Sean Carmichael

The AI buildout has moved from a future bet to a test of current capacity. The sheer scale of AI investment underway is testing every layer of the technology stack, with impacts across cloud data platforms, memory and semiconductor supply chains, optical infrastructure, and the consumer applications built on top of them.

In this report, we harness broker research, Tegus Expert Insights, and company commentary in AlphaSense to explore how the debates below are shaping the technology, media, and telecom landscape in 2026:

  • Infrastructure Software: Cloud Data Platforms
  • AI Capex: Meta Platforms
  • AI and the Memory “Super Cycle”
  • Optical Equipment and AI Infrastructure
  • AI Inference and Semiconductors
  • AI and Online Travel Agencies
  • Analog Semiconductor Landscape
  • Evolution of the AI Agent Ecosystem
About the Authors
  • Michelle Brophy

    Michelle Brophy, Director of Research, Tech, Media and Telecom

    Michelle Brophy serves as the Director of Research, Tech, Media and Telecom at AlphaSense. Prior to joining AlphaSense, Michelle spent 3 years as the Strategist for TMT at Guidepoint Insights. Prior to this, Michelle spent 18 years on the buy side, in both portfolio manager and senior equity analyst roles, at Hilltop Park Capital and Kingdon Capital Management. Michelle resides in New York City.
  • Sean Carmichael

    Sean Carmichael

    Sean is a Business & Finance Editor at AlphaSense, specializing in sector-specific content production. Previously, he spent nearly a decade in various roles across financial services, where he was responsible for equity research and content generation geared toward institutional investors.

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Key Debates Transforming Energy and Industrials in 2026

In this report, we harness broker research, Tegus Expert Insights, and company commentary in AlphaSense to explore how eight debates are shaping the energy and industrials landscape in 2026.
ReportEnergyIndustrials
Text: 'Key Debates Transforming Energy and Industrials in 2026' by Xavier Smith and Sean Carmichael. Blue line art illustrations on a grid background show a drone, oil barrels, computer chips, and a mining truck.

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