In 2025, the information technology sector will continue to grow quickly. This will be seen in things like major improvements in artificial intelligence (AI) and more use of renewable energy solutions. Technology is changing the world, not just industry, but also the economy. So, investing in technology is more important than ever.
In this blog, we talk about what will happen in the IT industry in 2025 and why now might be a good time to invest in it.
In this blog, we talk about what will happen in the IT industry in 2025 and why now might be a good time to invest in it.
Key Trends Powering Tech Investments in 2025
In 2025, several macroeconomic and technological trends are coming together to create significant opportunities for investors in the tech sector. Key technologies like AI, cloud computing, cybersecurity, and renewable energy are gaining ground, while supportive government policies are encouraging innovation and economic growth. Here's a closer look at the major trends:
Artificial Intelligence (AI): Artificial intelligence is changing all industries, from healthcare and finance to entertainment and manufacturing. In 2025, we can expect to see more artificial intelligence-based tools being used in areas like self-driving cars and medical diagnostics. The demand for artificial intelligence devices and services is expected to grow in 2025, which will lead to more investment in artificial intelligence infrastructure.
Semiconductors: Semiconductors are essential to many modern technologies. As AI and 5G continue to grow, the demand for advanced chips will skyrocket. Companies that make semiconductors and focus on designing AI-specific processors, edge computing chips, and more efficient manufacturing processes will make a lot of money. Companies like NVIDIA, AMD, and Intel are already leaders in this field, but smaller companies that are developing new chips may also offer exciting growth potential.
Cloud computing: Cloud computing is a key part of how businesses all over the world do their work. As companies look for more flexible, scalable, and cost-effective solutions, the cloud market is expected to continue growing quickly. Public cloud services, in particular, will see heightened growth as businesses increasingly rely on storing, processing, and analyzing data in the cloud. Amazon Web Services (AWS), Microsoft Azure, and Google Cloud will continue to be the main providers, but other companies in your area and those offering special solutions may also be good options.
Cybersecurity: There are more and more digital threats and cyberattacks. Cybersecurity is one of the most important sectors for long-term growth. As more and more data is created and stored online, it's crucial to protect personal, business, and government information. As a result, investments in cybersecurity companies that focus on threat intelligence, identity protection, and cloud security are expected to increase. Also, cybersecurity solutions that use artificial intelligence (AI) to predict and prevent attacks before they happen are expected to become very important.
Cloud computing: Cloud computing is a key part of how businesses all over the world do their work. As companies look for more flexible, scalable, and cost-effective solutions, the cloud market is expected to continue growing quickly. Public cloud services, in particular, will see heightened growth as businesses increasingly rely on storing, processing, and analyzing data in the cloud. Amazon Web Services (AWS), Microsoft Azure, and Google Cloud will continue to be the main providers, but other companies in your area and those offering special solutions may also be good options.
Cybersecurity: There are more and more digital threats and cyberattacks. Cybersecurity is one of the most important sectors for long-term growth. As more and more data is created and stored online, it's crucial to protect personal, business, and government information. As a result, investments in cybersecurity companies that focus on threat intelligence, identity protection, and cloud security are expected to increase. Also, cybersecurity solutions that use artificial intelligence (AI) to predict and prevent attacks before they happen are expected to become very important.
Renewable energy and nuclear power: The world is quickly changing to be more sustainable, and new ideas about energy are key to this change. As we move away from fossil fuels, renewable energy sources like wind, solar, and hydroelectric power are important for meeting future energy needs. However, renewable energy needs consistent power generation, which can be difficult when the weather changes. This is where small modular reactors (SMRs) and other nuclear energy technologies can help. These nuclear energy solutions can be adjusted to meet changing needs and could play a key role in meeting the growing power demands of AI data centers, smart cities, and industrial sectors.
Why 2025 could be a big year for tech investments
2025 is a great time for investors to start investing in the tech sector, but only if they have the right strategy.
The need for diversification: Technology is changing quickly, so it's more important than ever to spread your investments around. While some areas, like AI and semiconductors, are likely to do better, it's hard to predict the exact winners in such an ever-changing environment. This is where thematic exchange-traded funds (ETFs) come in. ETFs let investors take advantage of major trends in many different sectors, which helps spread risk while still letting them benefit from growth.
For example, ETFs like the VanEck Fabless Semiconductor ETF (SMHX) provide targeted exposure to companies at the cutting edge of chip design, while the VanEck Uranium+Nuclear Energy ETF (NLR) allows investors to gain exposure to the growing role of nuclear power in the clean energy transition. Similarly, cloud computing and cybersecurity-focused ETFs can offer investors a way to capture the steady growth in these foundational areas.
Global innovation hubs: North America and Asia are still the main places for new ideas in technology. From Silicon Valley to Shenzhen, these regions are hubs of cutting-edge research, development, and investment. As these markets become more connected, there will be more opportunities for partnerships, collaborations, and investments across borders in 2025.
For example, ETFs like the VanEck Fabless Semiconductor ETF (SMHX) provide targeted exposure to companies at the cutting edge of chip design, while the VanEck Uranium+Nuclear Energy ETF (NLR) allows investors to gain exposure to the growing role of nuclear power in the clean energy transition. Similarly, cloud computing and cybersecurity-focused ETFs can offer investors a way to capture the steady growth in these foundational areas.
Global innovation hubs: North America and Asia are still the main places for new ideas in technology. From Silicon Valley to Shenzhen, these regions are hubs of cutting-edge research, development, and investment. As these markets become more connected, there will be more opportunities for partnerships, collaborations, and investments across borders in 2025.
What's coming up next:
As we look to the future after 2025, several new technologies are ready to make a big difference. For example:
Quantum computing: While it's still in the early stages, it could transform fields like cryptography and drug discovery. If companies and governments invest in quantum research now, they could be the ones to decide the future of computational power.
5G: The continued rollout of 5G networks will create an ecosystem where billions of devices can seamlessly connect and communicate. This will unlock new possibilities in smart homes, autonomous vehicles, and industrial automation.
AI ethics and regulation: As AI becomes a bigger part of everyday life, people will pay more attention to the ethics, transparency, and rules around it. Companies that focus on AI governance, transparency tools, and responsible AI practices may become very important in the market.
Conclusion
2025 is set to be a pivotal year for technology investing. From AI and semiconductors to renewable energy and cybersecurity, the potential for growth is vast. But with such rapid change, it's important for investors to maintain a diversified strategy, leveraging ETFs and thematic investments to capture the broad trends shaping the future.
The technology sector is not only the future—it’s the present, and 2025 offers unparalleled opportunities for those ready to invest wisely and strategically.
The technology sector is not only the future—it’s the present, and 2025 offers unparalleled opportunities for those ready to invest wisely and strategically.
How to invest?
Open a free brokerage account with Unibank Invest and start investing. The Unibank Invest app provides access to the world’s largest stock exchanges, enabling you to purchase international investment instruments, such as stocks, bonds, and ETFs.
To open a brokerage account, fill out the online application or call +374 43 004 382.
To open a brokerage account, fill out the online application or call +374 43 004 382.