Bloomberg Surveillance · Wednesday, September 23, 2026
Aaron Kennedy of Clear Harbor Asset Management highlights that AI's impact is broadening beyond just technology to encompass power, infrastructure, productivity, and capital markets. This shift suggests that AI is becoming a fundamental driver of economic activity, similar to the disruption seen with software earlier in the year.
“AI may have started as a technology story. It is increasingly becoming a power, infrastructure, productivity, and capital market story.”
“Disruption. We did this with software earlier this year. Are we doing it again with different sectors?”