AI, New Investment Sector Heading to $400Bn in 2026, Says Norrenberger Asset

Artificial Intelligence (AI) is rapidly emerging as the new prime attraction for global investors, with the sector projected to swell to between $400 billion and $500 billion by 2026, according to a new forecast from Norrenberger Asset Management Ltd.

Pabina Yinkere, the managing director of Norrenberger Asset, disclosed this projection during an investment drive in Port Harcourt on Thursday, November 6, 2025.

While naming other traditional investment options like gold, crude oil, and stocks, Yinkere singled out AI as the next massive growth frontier, noting that many smart investors and their advisors are already pivoting in that direction.

"Global spending on artificial intelligence (AI) is projected to rise sharply through 2026 as tech giants rush to reap the benefits of the AI boom that has pushed stocks to record highs," Yinkere said. "A consensus is emerging that global AI investment will approach $400 to $500 billion in 2026, underscoring the substantial expansion of AI deployment across industries and regions."


Yinkere, whose firm boasts over 200,000 clients and more than N500 billion in funds, advised attendees on the critical importance of diversifying their investment portfolios. He cautioned that shocks, like the Donald Trump scenario, can shake global markets, and diversification ensures that if one sector suffers, other portfolios can rescue the investor.

He also warned that while interest rates are currently coming down globally, they may rise again toward 2027, which could lead "hot money" investors to pull out of Nigeria.

During the presentation, Yinkere highlighted Norrenberger's own investment products, including its money market, dollar, Islamic, and turbo funds, as well as a "Kickstart" fund designed for parents to invest in their children's future.