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That is a hard one to answer since they are interconnected.

AI is at the top but that is more an umbrella since there are so many facets. Tied to that is energy advancement which has to power this.

One thing I am interested in seeing is how we are going to interact with the internet as it goes spatial. Will be be AR? VR? Mixed? What are the devices?

That is going to be very interesting to see unfold.

It's not AI for me. It's high capacity network links. It's "cheap" to do 100G these days, and it's only getting cheaper. Every year, the price of network connection gets cheaper by a good margin.