Welcome to our special edition AI Outlook 2026, which looks beyond the headlines to the inner workings of artificial intelligence, to understand where the technology is headed in 2026 – and the potential implications for businesses and society.
We believe that it is the shift from providing answers to actions that signals the next meaningful wave of innovation and application, which could deliver the impact that AI has long promised.
In turn, we consider which sectors might benefit first from these developments and whether oft-cited bottlenecks of data centre capacity and energy consumption are a genuine concern.
As with investment decisions, it would be short-sighted to focus on the upsides without examining the risks. We explore the potential negative impacts and ethical considerations as the technology develops further.
We hope that you enjoy this publication, which aims to help investors to consider matters at the forefront of the AI evolution.
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