The Great Commoditization: How To Invest In A Post-AI World
Seeking Alpha
February 14, 2026
AI-Generated Deep Dive Summary
The rise of AI-driven capital expenditure by major technology companies is reshaping financial markets, shifting focus from high-growth tech stocks to value-oriented sectors like energy, materials, and industrials. With projected spending exceeding $1 trillion by 2027, Big Tech’s investment in AI infrastructure is compressing profit margins in the tech sector and driving demand for physical resources. This shift is creating opportunities in traditionally undervalued industries that supply the raw materials and machinery needed to support this massive technological transformation.
Historically, investors have poured capital into growth-oriented technology stocks like Nvidia (NVDA), Amazon (AMZN), and Meta (META), fueled by AI’s perceived potential to revolutionize industries. However, the article argues that the market is now entering a phase of "commoditization," where physical assets and industrial resources are becoming increasingly valuable due to their structural demand from Big Tech’s infrastructure spending. This pivot underscores the importance of diversification and exposure to sectors that can thrive in a post-AI growth environment.
To capitalize on this trend, the article recommends strategic investments in diversified ETFs like RSP (Russell 1000 Value Index Fund) and VXUS (iShares MSCI USA Strategic Select Sector Weighted ETF), which offer global exposure and balance across sectors. These funds provide
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Originally published on Seeking Alpha on 2/14/2026