Tomasz Tunguz: CIOs to prioritize AI stack investments in 2026

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01.07.2026

Tomasz Tunguz: CIOs to prioritize AI stack investments in 2026 — CIOs focus on AI stack funding

Tomasz Tunguz outlines a clear direction for chief investment officers in 2026, noting that two of five public software sectors are experiencing gains while three are facing declines.

According to Tunguz, the prevailing investment pattern is focused on funding the AI stack and reducing allocations elsewhere in the software industry.

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Earlier this year, Tomasz Tunguz observed that SAP leads data-focused firms in both size and growth. He also pointed out that Coinbase is maintaining flat costs while token usage rises. These developments provide additional context for the current focus on allocating investment to high-growth technology sectors.

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