ARK Invest expands research team with Matt Arkin hire to deepen AI and semiconductor coverage

ARK Invest has brought on Matt Arkin as a research associate covering artificial intelligence, cloud computing, and semiconductors. The hire signals the firm’s continued push to beef up its analytical firepower in the sectors it considers most central to the next wave of technological disruption. The AI infrastructure buildout is turning into one of the largest capital expenditure cycles in tech history. ARK’s own research from March 2026 analyzed the demand trajectory for AI infrastructure, pointing to strong growth across hardware, software, and custom silicon. Cloud providers’ capital expenditure guidance for 2026 exceeds $600 billion, according to ARK’s projections. That’s a staggering number, roughly equivalent to the entire GDP of Sweden, and it reflects the sheer scale of investment flowing into data centers, networking equipment, and specialized chips designed to train and run AI models. ARK’s March research piece highlighted collaboration with technology leaders like Broadcom and TSMC as key nodes in the AI supply chain, with custom silicon emerging as a particularly important growth vector. The shift from general-purpose chips to application-specific AI accelerators is re...