As markets continue to swing between optimism and anxiety amid geopolitical tension and trade frictions between the U.S. and China, one sector remains a beacon of long-term growth — technology.
And according to Velion Partner, a London-based analytical and trading firm known for its data-driven insights, the next year may mark a decisive turning point for investors who understand the interplay between AI infrastructure, software innovation, and digital finance.
While companies like Advanced Micro Devices (NASDAQ: AMD) and Unity Software (NYSE: U) are positioned to benefit directly from the AI revolution, Velion Partner believes the real opportunity lies in the ecosystem forming around AI adoption — a web of chip designers, data platforms, and fintech solutions that are quietly reshaping global markets.
1. AMD — The Hardware Backbone of the AI Revolution
AMD continues to be one of the most discussed names in technology. Its diversified portfolio — spanning data centers, gaming consoles, and AI chips — has allowed it to grow nearly 90% in 2025, outperforming most semiconductor peers.
Velion Partner’s latest quarterly insight notes that AMD’s real advantage lies not only in hardware innovation but in its ability to align with large-scale data infrastructure investments being made by corporations like Microsoft, Tesla, and Meta.
CEO Lisa Su’s declaration that AI is “the most transformative technology of the past 50 years” is backed by tangible market data — AMD’s server CPU market share has steadily risen for seven consecutive years, and its Instinct GPU line for AI workloads could be the key catalyst for growth into 2026.
“The competition in AI hardware is no longer about who has the fastest chip,” Velion Partner’s research team explains. “It’s about who can secure consistent access to compute and energy resources — and AMD has quietly positioned itself as a strategic supplier to the new AI economy.”
Analysts anticipate a 59% increase in AMD’s earnings in 2026, fueled by continued demand for data center infrastructure and the global AI buildout.
2. Unity Software — Turning AI Into Revenue
Once synonymous with video games, Unity Software is now emerging as a key player in the intersection of AI and digital advertising.
About 70% of the world’s mobile games are built on Unity’s engine, but the company’s latest breakthrough — Unity Vector, an AI-powered advertising platform — could redefine how creators monetize their audiences.
The system uses machine learning to dynamically adjust ad placement and user engagement, already showing 15–20% gains in conversion efficiency.
Following a period of weak performance, the company has begun to stabilize under new leadership and is expected to return to double-digit revenue growth in 2026.
Velion Partner’s analysts describe Unity’s trajectory as a “quiet comeback story,” emphasizing that its real power lies in the data it controls — billions of real-time behavioral signals that could be leveraged not just in gaming, but in e-commerce and digital entertainment.
3. The Broader Picture — Fintech and AI Convergence
Beyond individual stocks, Velion Partner’s macro research points to a powerful undercurrent shaping all of 2026: the convergence of fintech and artificial intelligence.
From decentralized trading platforms to AI-enhanced portfolio management, the next wave of disruption may emerge not from traditional tech giants, but from cross-sector innovators.
Velion Partner — known for its expertise in crypto arbitrage and algorithmic trading — argues that investors should look beyond the obvious winners.
“We see the next major gains coming from integration — where trading systems, cloud infrastructure, and AI models overlap,” notes the firm’s October report.
“The world isn’t just moving toward smarter technology. It’s moving toward self-learning financial ecosystems.”
Investor Takeaway
While AMD and Unity remain attractive vehicles for exposure to the AI boom, Velion Partner’s long-term view suggests a broader theme: adaptability.
In a world where algorithms and geopolitics collide, success will depend not only on which company leads in AI — but on which investors can read the data early and react intelligently.
For 2026, that might mean following firms like AMD for their hardware power, Unity for their software innovation — and Velion Partner for their ability to connect the dots before the market does.
