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Home/Blog/Hot AI Themes
Thursday 5 November 2026 · 2 min read · Hot AI Themes

Beyond chips: 8 hot AI themes, from cybersecurity to drug discovery

The build-out only pays off if AI earns money somewhere. Our Hot AI Themes section tracks the buyers and the businesses built on top of the compute.

1Hyperscalers and AI cloud

Microsoft, Alphabet, Amazon, Meta, Oracle, CoreWeave and Nebius: the buyers whose spending sets the pace.

2AI cybersecurity

AI makes attacks cheaper and defence more valuable: CrowdStrike, Palo Alto Networks, Zscaler, Cloudflare and others.

3AI drug discovery and health AI

Recursion, Schrödinger, Tempus and others using AI to find and test drugs.

4AI software and data platforms

Palantir, Snowflake, MongoDB, Datadog and ServiceNow.

5AI devices and edge

Apple, Qualcomm and Arm bringing AI onto phones and PCs.

6Launch and space access

Rocket Lab, Firefly and others carrying satellites to orbit.

7Satellite connectivity and Earth observation

AST SpaceMobile, Iridium, Planet and others.

8Quantum hardware

IonQ, Rigetti, D-Wave and IBM, plus the cryogenics behind them.

Why these themes sit alongside the build-out

Every dollar spent on data centers needs a return. Hyperscalers earn it by renting compute; software, security and science companies earn it by selling what AI makes possible. Tracking them shows whether the demand behind the build-out is turning into revenue.

How to follow them

Each theme has its own page and index, and the Daily Brief includes a hot AI themes section every morning, covering cyber attacks and security spending, AI-designed drugs, space launches and quantum milestones.

Cybersecurity and AI software are where the build-out turns into revenue.

Explore Hot AI Themes →

Frequently asked questions

What are hot AI themes?

Businesses that use or sell AI outside the core data-center supply chain, plus the hyperscalers who buy the compute.

Why include hyperscalers?

Their capex is the demand signal for every bottleneck upstream.

How are themes measured?

Each theme has an equal-weighted index compared with the S&P 500 on the theme performance page.

More guides

Figures quoted are as of the publish date; the linked pages show live data. Educational research by Singularity Research, not investment advice.