Moody’s Ratings sees AI fueling tech-sector growth in ’26, amid warning signs

A “2026 outlook” report from Moody’s Ratings says massive ongoing investment in artificial intelligence is powering a positive outlook for technology companies globally next year, but cautions that risks are growing as well, including “concerns” over returns to investors, environmental issues, “regulatory fragmentation” and cyber threats.

“Investment in advanced chips and data centers remains strong, fueled by optimism about AI’s transformative potential. The broader economic and credit effects, however, hinge on improvements in reliability and capabilities that lower adoption barriers...