Trust MF's Mihir Vora: AI Disruption to Uncover New Sector Winners, Beyond Just IT

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AI Disruption to Create New Sector Winners: Trust MF's Mihir Vora

AI Disruption to Create New Sector Winners: Trust MF's Mihir Vora

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CNBC TV18•24-02-2026, 14:08

AI Disruption to Create New Sector Winners: Trust MF's Mihir Vora

•Mihir Vora of Trust Mutual Fund states AI will disrupt many industries, not just IT services.
•AI adoption is expected to boost productivity, cut tech costs, and benefit R&D-heavy companies.
•Firms with high IT spending and innovation-driven businesses will gain from AI tools.
•Vora identifies research, pharma, telecom, and digital platforms as sectors to see efficiency gains.
•Data centers are a growing investment theme due to increased AI demand, benefiting power infrastructure.

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