Avala Global, Lone Pine CIOs on AI Investment Landscape

Top investment leaders Divya Nettimi (Avala Global) and Kelly Granat (Lone Pine Capital) shared AI investment insights at Bloomberg Invest 2026 in New York, highlighting emerging opportunities in the sector. Both CIOs emphasized identifying long-term AI winners by focusing on scalable infrastructure, proprietary data advantages, and adaptive business models rather than short-term hype. Nettimi stressed quantum-AI convergence as a critical frontier, noting early-stage investments in hybrid quantum-classical systems for optimization and drug discovery. Granat cautioned about overvaluation risks in consumer AI, advocating for enterprise-focused applications with measurable ROI, particularly in healthcare and industrial automation. The discussion underscored geographic diversification, with Asia and Europe emerging as key hubs for AI innovation alongside traditional U.S. dominance.