Supercharged - AI and the New Age of Disruption | Citi Bank | Report

Citi: Report Highlights

• Autonomous driving and humanoids: Two of the biggest technological shifts gaining momentum today are autonomous mobility and the rise of humanoid and physical AI-enabled robots. They represent a structural innovation cycle with far-reaching implications for productivity, demographics, capital allocation, labor markets and competition.

• NextGen AI companies: The new wave of AI software companies are likely to focus on integrated and agentic AI platforms and huge investments in computing infrastructures, networking and data pipelines. The challenge will be to scale responsibly.

• The rise of quantum computing: Three themes dominate long-term strategic positioning: the physical limits of classical computing and the need for new architectures, the infrastructural intensity of AI scale-up and the disruptive trajectory of quantum capability.