Forecast
14 articles.
China's Domestic AI Chips Will Capture 90% of Market by End of 2026
China's domestic AI chips to capture 90% of high-end market by end of 2026, driven by U.S. export controls and integrated stack optimization.
AI Economic Dashboards Will Replace Speculation With Real-Time Measurement in 2026
Stanford HAI predicts AI economic dashboards will replace speculation with real-time measurement by Q4 2026. Why measurement infrastructure matters now.
The 40% Adoption Cliff: Why Most Enterprise AI Agent Projects Will Fail by 2027
Gartner predicts 40% of enterprise AI agent projects will be canceled by 2027. We're predicting which ones will survive—and what separates winners from failures.
The Frontier AI Release Cycle Just Collapsed — And That Changes Everything
Anthropic shipped 4 frontier models in 6 weeks. Opus 5 is production-ready for autonomous AI. Safety is lagging. Here's what changes in Q3–Q4 2026.
China's 2.8 Trillion-Parameter Model Breaks U.S. AI Dominance — Here's What Comes Next
Kimi K3 sold out in 48 hours. We forecast 2–3 Chinese models reaching parity by Q4 2026, forcing U.S. vendors to compete on differentiation rather than capability alone.
AI Efficiency Just Became More Important Than Model Size—Here's Why
AI efficiency just beat model size. Smaller reasoning models now outperform larger ones; enterprises shift to task-specific AI by 60% by Q4 2026. Here's why.
At Least One More Frontier AI Lab Will Cut Prices by September 2026
Three frontier labs moved on pricing in July 2026. We're forecasting at least one more will cut prices by September. Here's why the competitive cascade is just beginning.
At Least One More Major AI Coding Tool Acquisition Will Close Before Year-End 2026
At least one more major AI coding tool acquisition ($1B+) will be announced before Dec 31, 2026, driven by consolidation velocity and margin economics.
Google's Gemini 3.5 Pro Will Not Reach General Availability Before October 1, 2026
Gemini 3.5 Pro missed three deadlines. Structural failures forced a full rebuild. We forecast it won't reach general availability before October 1, 2026.
Data-Center Power Shortages Will Delay AI Rollouts by 2027—Here's Why
AI TechForecast predicts power shortages will restrict 40% of data center rollouts by 2027. Demand is doubling; the grid isn't. Here's what it means for AI deployment.
Enterprise AI-Agent ROI Numbers Correct Downward Before They Correct Upward
Enterprise AI-agent ROI corrects downward before correcting upward. 22% report negative ROI; SDR agents pay back in 3.4 months. Expect write-downs, then recovery by 2027.
Humanoid Robots Are Skipping Consumer Markets—Here's Why Enterprise Wins First
Humanoid robots are winning in factories and airports first. Enterprise adoption leads consumer by years—here's why, and what it means for the $200B market.
The Open-Weight vs. Closed-Model Gap Is Fragmenting—Not Closing Uniformly
Open-weight models are beating frontier AI on coding. By end of 2026, the gap fragments by capability, forcing multi-model stacks as default.
Which AI Coding Tools Will Survive the Post-Cursor-Acquisition Consolidation Wave
SpaceX's $60B Cursor deal signals consolidation. Three players now control AI coding. Here's which startups survive.