The Agent Economy Is Here - Are You Paying Attention?

VettaFi Research4.5K FollowersFollow5ShareSavePlay(7min)CommentsSummaryFor a while, the market could treat AI as a fairly clean story. More compute. Better models. Bigger capex.A familiar set of winners from Nvidia to Microsoft, then data center and energy providers, now memory and photonics as scrutiny heads toward actual chokepoints and technical alpha.But in 2026, the AI story looks less like a software upgrade cycle and more like a real-world power struggle over agents, infrastructure, and control. Jonathan Kitchen/DigitalVision via Getty Images By Zeno Mercer AI Leaves the Chat Window For a while, the market could treat AI as a fairly clean story. More compute. Better models. Bigger capex. A familiar set of winners from Nvidia (This article was written byVettaFi Research4.5K FollowersFollowVettaFi, a data, analytics, and thought leadership company, is transforming financial services from an industry to a community—one relationship at a time. In addition to providing interactive online tools and research, VettaFi offers asset managers an array of indexing and digital distribution solutions to innovate and scale their businesses. With $14 billion in assets benchmarked to its indexes – and more than 200 customers globally – asset managers look to VettaFi for benchmarks and best-in-class index solutions at competitive prices.