Key Highlights
- In February 2026, shares in several incumbent sectors, including information services, legal advisory, accounting, wealth management, and cybersecurity, fell sharply as AI alternatives entered the market.
- Hiring in financial services and the information sector has plateaued since the release of ChatGPT in November 2022. However, of the new jobs created every month, AI jobs comprise a growing share.
- As models adopt more sophisticated, multi-step reasoning, the number of tokens per request is increasing substantially. More tokens mean longer sequences are fed through large models, increasing compute cycles, memory bandwidth, and energy consumption.
Report Scope
- This report explores the impact of AI tools on traditional industries. It also looks at AI hiring in financial services and the information sector, how agentic e-wallets are reshaping conventional payment systems, why token consumption is putting pressure on AI infrastruture, and examines the capabilities of world models.
Reasons to Buy
- AI will threaten every business across every sector in the coming years.
- The impact will expand across sectors and business functions as generative AI and agentic AI tools become more powerful.
Table of Contents
- Executive Summary
- Latest Developments in AI
- Agentic AI Adoption
- AI Infrastructure Demands
- The Segue to World Models
- Glossary
- Further Reading
- Report Authors
- Thematic Research Methodology
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- Alphabet
- Amazon
- AMI Labs
- Anthropic
- Apple
- Insurify
- Mastercard
- Meta
- Microsoft
- OpenAI
- Oracle
- Visa
- Wayve
- World Labs
- Zoom

