Alger：2026年人工智能投资图谱（英文版）

The Al investment map on pages 4-5 highlights some of the main areas within the Al investmentspace that Alger currently finds potentially attractive. We divide the universe into two categories:Al Enablers and Al Adopters.Within AI Enablers, the space is split between infrastructure hardware on the left side andinfrastructure software on the right side. Infrastructure hardware refers to the physical compo-nents enabling Al workloads, with the data center being the central hub for AI training a