BlackRock's U.S. head of thematic and active ETFs expects 2025 to be a big year for infrastructure and cybersecurity.
AI adoption is still in its early stages and AI firms need to build out their data centers.
Investing in cybersecurity is crucial as data becomes more valuable, benefiting the cybersecurity and software community.
The physical infrastructure that supports AI, including power, chips, and real estate, is important to consider alongside the technological advancements.