AI Boom Reshapes Sectors: Data Centers, Quantum Computing, Robotaxis, and Entertainment

섹터 동향 | Tue Jul 28 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 sources

Utility regulatory risks emerge from AI infrastructure expansion while quantum computing, autonomous driving, and memory semiconductor sectors undergo shifts.

Analysis

[AI Data Centers & Utilities] faced voter backlash risks from AI boom cost pass-through ^[1]

State regulators demanding Big Tech shoulder grid expansion costs
Traditional utility stocks exposed to political risks
Independent power producers (IPPs) re-rated to tech stock levels

[D-Wave Quantum] surged 20% on expanded AT&T deal and Nasdaq listing move ^[3]

Closed at $19.51
up 20.36%
AT&T expanding use of quantum computing for network optimization problems
Moved listing from NYSE to Nasdaq
Trading volume up 54% vs. 3-month average

[IonQ & Rigetti Computing] rallied alongside D-Wave in a quantum computing sector move ^[3]

IonQ closed at $35.91
up 9.35%
Rigetti Computing closed at $15.64
up 10.53%
Growing expectations for quantum computing commercialization

[Waymo & Uber] ended exclusive partnership in Atlanta and Austin ^[5]

Waymo to launch its own app in Austin and Atlanta in January 2028
Existing Uber agreement remains in place through May 2028
Uber shares dropped over 4%
Uber securing alternative AV partners including Waabi
Wayve
Nuro
and Rivian

[Sandisk & Micron Technology] plunged on Chinese memory rival's large Shanghai IPO ^[4]

Sandisk plunged 11%
Triggered by Chinese memory competitor's Shanghai IPO
Semiconductor sector weakness pushed Nasdaq down 0.18%

[IMAX] rose 4% on strong box office performance of Christopher Nolan's The Odyssey ^[2]

Second-week IMAX global ticket sales of $48 million
Highest-ever second-week IMAX showing
Third-highest IMAX opening weekend of all time
Two-week cumulative global IMAX box office of $140 million

AI Boom Reshapes Sectors: Data Centers, Quantum Computing, Robotaxis, and Entertainment

Analysis

Sources