AI investment trends span software firms and physical infrastructure

Investors are exploring various avenues for artificial intelligence exposure, ranging from specialized software providers to physical infrastructure companies.

In the United States, C3.ai focuses on enterprise AI applications for sectors such as defense and energy, though it reported a revenue decrease to nearly $250.3 million in FY 2026 and a net loss of approximately $470.4 million. Conversely, Atlassian, which provides collaboration tools like Jira, saw revenue grow approximately 26% year-over-year to nearly $6.6 billion in FY 2026 as it transitions users to its cloud platform.

In Australia, investment opportunities center on the physical requirements of the AI boom, such as data centers and land. NextDC Ltd provides high-performance data center capacity for cloud providers and AI companies, while Goodman Group is expanding its logistics expertise into data-center infrastructure by controlling the land and power necessary for large-scale facilities.