Ai

Davos 2026 made one thing clear - companies are no longer planning for a stable global system. This final part looks at how corporate strategy is changing in response to geopolitical risk, energy constraints, AI economics, and macro uncertainty.

AI in 2026 is constrained less by algorithms than by physics, capital, and geopolitics. This post looks at data center energy, NVIDIA class chips, open-source models from China, EU and India responses, and whether the AI trade is already a bubble.

In 2025, AGI felt imminent. In 2026, the story on the ground is less about god - like systems and more about agents, supervision, and how work is quietly being rewired in the US, EU, China, and India.