a16z Releases 2026 Market Report Highlighting AI Infrastructure Shift
Andreessen Horowitz (a16z) released its 2026 market report, noting that technology now drives the majority of S&P 500 earnings growth. The report highlights a shift from software to hardware-centric investments, driven by AI demand. Despite concerns over GPU obsolescence, demand for computing power continues to outpace supply, and AI adoption remains in its early stages.
Summaries are written by AI from the original article. Not investment advice.