TMT Predictions 2026

Gen AI inside existing search engines overtakes standalone gen AI

Gen AI, possibly one of the most consequential technologies of our decade, may see its user base widen faster through its incorporation into existing mainstream digital applications than through its usage on a standalone basis.

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Why AI’s next phase will likely demand more computational power, not less

The world is moving from just training gen AI models to using them at scale. Many believe this means more consumer edge computing and less data center computing. Neither is likely to happen in 2026.

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Unlocking exponential value with AI agent orchestration

Autonomous AI agents may be transformational, but orchestration can be key for intelligent automation. Open-source and proprietary communication protocols will compete to lead the way.

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AI for industrial robotics, humanoid robots, and drones

Can more powerful AI models and chips catalyze what has been a relatively stagnant industry?

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SaaS meets AI agents: Transforming budgets, customer experience, and workforce dynamics

As AI agents pervade the SaaS market, how businesses experience and leverage software will likely change—shifting business models, capabilities, and expectations.

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New technologies and familiar challenges could make semiconductor supply chains more fragile

With escalating trade restrictions on critical next-gen AI chip technologies, leaders should adapt quickly to make supply chains more resilient.

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Tiny episodes, massive appeal: Short-form serials are gaining viewers and empowering independent studios

From independent creators to major platforms, micro-series are helping redefine how viewers connect with and consume content worldwide.

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Video podcasts dominate: Opportunity for brands, competition for traditional video

Podcasting is becoming a video-first, multilingual medium with booming reach that may help brands reach global audiences while occupying a larger share of viewers’ screen time.

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A new era of self-reliance: Navigating technology sovereignty

Countries and regional blocs are racing to build out their own sovereign tech and AI infrastructures. What are the implications, and how can global businesses prepare?

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Generative AI video is perfect for social media, but could disrupt social media companies

Approaching Hollywood quality, the latest gen AI video models appear to be supercharging independent video but could provoke a stronger regulatory response against social video platforms.

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Public media partnerships with streaming giants could be a model for making traditional TV sustainable

Public service broadcasters are publishing to social platforms, co-producing with streamers, and forming partnerships with the largest video distributors. They can offer lessons to for-profit US media companies.

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Next-gen satellite internet is transforming pricing, capacity, and regulation worldwide

Satellite connectivity sees direct-to-device growth but often faces monetization hurdles, while low-Earth-orbit data expansion and tech advancements help reshape deployment and resilience, and create regulation complexities.

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Gifts beat gigabits: Some mobile users rank rewards over network upgrades

Some consumers in developed markets struggle to perceive improvements in network performance. Telecom companies should consider more creative offerings to increase market share.

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