AI Dominance May Wane by 2026, Opening Doors for India: Expert

• Arvind Sanger, Geosphere Capital Management, predicts AI's market dominance may decrease by 2026.
• This shift could create a balanced environment, benefiting growth stories like India.
• Market sentiment for AI has moved from euphoria to nervousness, despite strong earnings from some firms.
• Sanger expects broader market themes beyond AI, which would aid India due to its lack of large AI-centric firms.
• He hopes for India's earnings acceleration by 2026, catching up with strong GDP growth.

Why It Matters: AI's potential market shift by 2026 could significantly boost India's growth prospects.