Strategic Intelligence: Artificial Intelligence Executive Briefing (10th Edition)

This executive briefing will help you understand the impact of artificial intelligence (AI) on your business. It covers generative, agentic, and physical AI, and the threats and opportunities they pose to every business. This edition has a particular focus on the token economy.

Key Highlights

• Capital expenditure on AI will hit a record high in 2026. Huge amounts of financing are being allocated to AI investments, exceeding $700 billion. JPMorgan projects that AI-related debt raising will reach $4.1 trillion by 2030. Much of this financing is being driven by the hyperscalers, including Alphabet, Amazon, Meta, and Microsoft, to build out high-capacity compute facilities.
• Anthropic and OpenAI are preparing for IPOs in 2026. However, each faces significant investor scrutiny. For Anthropic, the dilemma is political, following concerns that excessive US government involvement could constrain its profits. For OpenAI, the central question is financial durability. Its history of widening losses has intensified doubts about the profitability of its business model.

Scope

• This report looks at the latest developments in AI, including an analysis of infrastructure spending, insight into Anthropic and OpenAI's IPO plans, and the potential impact of data center delays on AI progress.
• It also includes insight into the token economy and physical AI.

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.