CNBC · 9 Oct, 14:07 · Artificial Intelligence briefing

This AI infrastructure stock will rise on agentic AI boom, Bank of America says

Bank of America analysts predict that specific AI infrastructure stocks will experience significant growth driven by the expanding agentic artificial intelligence sector.

What it means for you ↓ Courses for this story

25–40%salary premium for professionals with applied AI skills

11xgrowth in AI job adverts since 2019

66%of leaders won't hire without AI literacy

20days to your first credential

The briefing

The story
in brief.

What happened, who it affects, and why it landed on our intelligence desk — in plain English, sixty seconds or less.

Bank of America analysts predict that specific AI infrastructure stocks will experience significant growth driven by the expanding agentic artificial intelligence sector. The report highlights how autonomous AI agents, which can execute complex tasks independently, are creating substantial demand for underlying computational resources and specialised hardware. This market movement signals a structural shift in technology investment, moving beyond generative models towards systems capable of independent action. Professionals should note this indicates increasing corporate spending on robust AI foundations rather than just software applications, suggesting long-term capital allocation towards scalable infrastructure providers.

Employer demand for AI Strategy skills — indexed growth since 2019
Indicative index of skill mentions in professional job postings for the field this story moves (2019 = 1)

Your move

What this means
for your career.

Every headline redistributes opportunity. Here is who this one rewards — and how to be on the right side of it.

This shift towards agentic AI means your career must evolve beyond passive tool usage. You need to understand how autonomous systems integrate into business workflows. Roles in technical architecture, data engineering, and AI strategy will see heightened demand as companies build the necessary infrastructure. If you work in operations or management, learn to oversee autonomous agents rather than just human teams. Focus on upskilling in cloud computing and data governance, as these form the backbone of agentic systems. A smart professional would immediately audit their current skill set for gaps in infrastructure management and begin exploring certifications in cloud architecture or AI strategy to remain relevant.

For this story, the fields that convert it into pay are AI Strategy, Cloud Computing, Data Science and Artificial Intelligence — exactly the programmes matched below. The chart shows the indicative salary uplift certified professionals report in each of those fields; every one of them is a click away, from £79, finishing in as few as 20 days.

Indicative salary uplift in the fields matched to this story
Indicative ranges from published continuing-education salary studies, by field — each field is a recommended course below

Matched to this story

Enrol in these
to benefit.

These programmes position you for exactly this shift — online, self-paced, and finishing with a verifiable certificate you can share the day you pass.