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Trust MF's Mihir Vora: AI Disruption to Uncover New Sector Winners, Beyond Just IT
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AI Disruption to Create New Sector Winners: Trust MF's Mihir Vora
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CNBC TV18
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24-02-2026, 14:08
AI Disruption to Create New Sector Winners: Trust MF's Mihir Vora
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Mihir Vora of Trust Mutual Fund states AI will disrupt many industries, not just IT services.
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AI adoption is expected to boost productivity, cut tech costs, and benefit R&D-heavy companies.
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Firms with high IT spending and innovation-driven businesses will gain from AI tools.
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Vora identifies research, pharma, telecom, and digital platforms as sectors to see efficiency gains.
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Data centers are a growing investment theme due to increased AI demand, benefiting power infrastructure.
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