Recurring series
Global X by Mirae AssetThe Next Big Theme
Finvaulta tracks 3 editions of The Next Big Theme from Global X by Mirae Asset, published between August 1, 2026 and September 18, 2026. Each edition is summarized on its own page.
Latest edition · September 18, 2026
The Next Big Theme September 2026
Global X's September 2026 thematic overview highlights surging AI infrastructure spending, with U.S. data center construction climbing 60% YoY to surpass a $75 billion annualized run-rate. Key sectoral catalysts also include massive enterprise AI revenue growth, Nvidia's $13 billion acquisition of Hugging Face, federal support for defense supply chains, SpaceX's launch site expansion, and major Phase 3 clinical progress in personalized mRNA oncology.
The September 2026 edition of 'The Next Big Theme' reviews pivotal breakthroughs across disruptive sectors, anchored by a 60% YoY surge in U.S. data center construction spending that has surpassed a $75 billion annualized pace. In AI, Anthropic's annual recurring revenue reached $65 billion, while Nvidia moved deeper into the software stack by acquiring open-source platform Hugging Face for $13 billion. Concurrently, the U.S. government announced $3 billion in critical mineral investments and up to 100% tariffs on foreign drones to reinforce defense industrial capacity. Meanwhile, SpaceX unveiled a $100 billion launch complex in Louisiana, Moderna and Merck reported positive Phase 3 melanoma data for personalized mRNA therapy, and humanoid robot shipments jumped 300% in 1H 2026 as Anthropic rolled out open standards for physical AI automation.
Read the latest edition in fullKey takeaways from the latest edition
- 1.U.S. data center construction spending surged nearly 60% YoY in July 2026 to exceed a $75 billion annualized rate, driving multi-year backlogs for equipment and power infrastructure suppliers.
- 2.Enterprise AI adoption is accelerating, with Anthropic ARR reaching $65 billion in July 2026, while Nvidia agreed to acquire Hugging Face for approximately $13 billion to deepen its software and developer footprint.
- 3.U.S. defense policy is prioritizing domestic supply chain reshoring via $3 billion in critical mineral and battery funding, alongside tariffs up to 100% on imported drones.
What this series covers
- U.S. Infrastructure
- Artificial Intelligence
- Defense Tech
- Space Tech
- Genomics
- Robotics
Edition archive
Series at a glance
- Editions tracked
- 3
- First edition
- August 1, 2026
- Latest edition
- September 18, 2026