Replay: Barclays: Positioning for AI Disruption & Powering AI Insights (Monthly Thematic Call - May)

Research evidence excerpt

Replay: Barclays: Positioning for AI Disruption & Powering AI Insights (Monthly Thematic Call - May)

Equity Research

13 May 2026

Replay: Analyst Access

Barclays: Positioning for AI

Disruption & Powering AI Insights

(Monthly Thematic Call - May) Thematic Investing

William Thompson

On 12th May, we hosted our monthly thematic call covering +1 212 526 8641

Positioning for AI Disruption, exploring where AI exposure is william.s.thompson@barclays.com

BCI, US

translating into returns versus risks across sectors. We also

Hannah Greenberg

discussed our latest views on Powering AI, including key +1 212 526 2457

takeaways from the Barclays NextGen Energy Conference. hannah.greenberg@barclays.com BCI, US

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Tuesday, 12 May 2026 at 3:00pm – 3:30pm London

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This month we discussed:

This month we discussed Positioning for AI Disruption – U.S. & EU Editions and NextGen

Energy Conference Highlights. The discussion focused on how AI exposure is translating

into outcomes, where impacts are material today versus longer term, and how this differs

across sectors and regions. We also discussed insights from the Barclays NextGen Energy

Conference, which focused on powering the digital infrastructure era. We flag the

following key messages from the discussion:

Positioning for AI Disruption – U.S. & EU Editions:

•• The AI conversation is evolving from broad exposure to where there are material impacts,