Global Scans · Artificial intelligence · Weekly Summary

• [New] Prediction 1: Data Readiness Will Be the Main Bottleneck and the Most Critical Area for Investment in Enterprise AI In 2026, organizations will realize that the absolute limit on AI value is no longer model sophistication but data readiness. TDWI
• [New] Prediction 2: Data Foundations and AI Governance Become Non-Negotiable The second major shift in 2026 will be the convergence of enterprise data modernization with serious AI governance. TDWI
• [New] Prediction 1: Agentic AI Matures 2026 will mark the point where agentic AI starts to move from experimentation to practical deployment. TDWI
• [New] AI network fabric spending is expected to climb 38% in annual growth over the next few years to support the gigawatt-scale data center buildouts. Semiconductor Engineering
• [New] In a world of overlapping crises, AI becomes truly strategic when it supports sustainable business models, helping organizations anticipate risk, reallocate resources and build an advantage that lasts. Roland Berger
• [New] Industrial AI is where the next chapter of global growth will be written, as leaders align technology, capital and skills to reimagine how industry creates value, jobs and resilience. Roland Berger
• [New] Congress will look to finalize a digital asset regulatory framework and pass a capital formation package (INVEST Act); the SEC's rulemaking agenda will be in full swing, including expanding retail access to private assets; and everyone will continue to grapple with how to regulate AI. Carta
• [New] Morgan Stanley foresees a $1.5 trillion financing gap for the AI buildout that will likely be filled in large part by credit as companies can no longer self-fund their capex. CNBC
• [New] In a report late last month, UBS estimated that after tech and AI-related debt issuance across the globe more than doubled to $710 billion last year, that number could soar to $990 billion in 2026. CNBC
• [New] The healthtech opportunity particularly shines in B2B healthcare infrastructure and AI-powered diagnostics, two areas seeing sustained capital deployment in 2026. Wellows
• [New] A new layer will emerge, Deloitte forecasts: Essentially, it will be [an] enterprise AI operating system that will govern, orchestrate, and control AI agents, as opposed to disconnected tools. CIO
• [New] Yes, in 2026, established SaaS vendors will face competition from AI-native ones, the firm forecasts, but the real story is that traditional enterprise software continues to grow as it becomes more intelligent, agentic, and outcome-focused. CIO
• [New] Tesla said it expects capital expenditures to be in excess of $20 billion in 2026, driven by AI initiatives and expanded manufacturing and infrastructure. Benzinga
• [New] Energy requirements for AI data centers are growing rapidly - global data center electricity consumption is projected to double between 2022 and 2026. Futurum
• [New] While competitors focus primarily on hardware refinements, Google's proven AI capabilities could transform foldables from impressive tech demos into genuinely intelligent productivity tools that adapt to user behaviour and optimize experiences dynamically. Gadget Hacks
• [New] In 2026, leaders will no longer treat AI as an experiment - it will become how work happens, moving from isolated tools to scalable platforms and ecosystems as frontier models proliferate. The Islip Bulletin
• [New] Three Memorandums of Understanding signed with the Singapore Economic Development Board during the Singapore Airshow 2026 will strengthen Thales' capabilities in AI, cloud, edge computing, data engineering and manufacturing in Singapore. French Chamber of Commerce in Singapore
• [New] The WEF 2026 Report highlights 44% of workers' skills will be disrupted by AI, making AI training and AI certification an important consideration to stay relevant. https://www.usaii.org/ai-insights/top-emerging-technolo
• [New] In 2026, AI capabilities will significantly enhance remote patient monitoring and virtual care, improving clinical decision support and enabling earlier intervention. Talencio
• [New] Divergence will be a defining regulatory risk in 2026, as firms have to operate in a world where major jurisdictions are moving in different directions with regard to digital / AI, prudential, and sustainability rules. Allianz.com
• [New] In 2026, the Knowledge Centre Data & Society will focus on AI literacy and maturity, digital sovereignty and digital regulation, while keeping a close eye on the technological future. EN

Last updated: 15 February 2026