Prof G Markets Scott Galloway’s Predictions for 2026
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Jan 5, 2026 Scott dives into his bold predictions for 2026, with a keen focus on AI stocks and the potential fallout of data center investments. He names Amazon as a standout tech pick and envisions space as the next financial frontier. The landscape of entertainment is shifting, with TikTok emerging as a desirable investment and short-form video altering Hollywood's dynamics. Additionally, he critiques the trend of humanoid robots and raises concerns about AI companions for youth. Finally, Scott reflects on the evolving value of college amidst shifting job markets.
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Chinese Models Could Crash AI Valuations
- Scott predicts Chinese open-weight AI models will pressure US AI valuations by offering cheaper, nearly-parity alternatives.
- He argues cheaper Chinese models plus efficiency gains could trigger a correction in AI stocks and force market share shifts.
Data Center Demand May Be Overstated
- Scott sees a data center and power-infrastructure mismatch that makes stated AI growth projections unrealistic.
- He warns this could produce a data-center bubble burst, higher consumer electricity prices, and eventual government-backed bailouts.
NVIDIA/OpenAI Duopoly Faces Erosion
- Scott expects NVIDIA and OpenAI's duopoly to weaken as rivals build chips and LLMs, reducing NVIDIA's GPU share from its current dominance.
- He compares the dynamic to Intel's past duopoly being eroded by competitors building alternatives.
