Is the AI Revolution Slowing Down? What to Expect in 2026
WSJ Tech News Briefing
The Wall Street Journal
4.3 • 1.7K Ratings
🗓️ 30 December 2025
⏱️ 16 minutes
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| 0:00.0 | As companies seek to close growing gaps in skills and talent, |
| 0:04.0 | Deloitte US CEO Jason Garzatus believes it's important for organizations to understand their baseline of skills. |
| 0:10.0 | There's so many organizations that can't ask and answer the fundamental questions about how much computer science or data management skills do I have or AI development skills in a given domain? By performing a |
| 0:21.6 | skills inventory, leaders can truly understand where their efforts should be focused. Being blind |
| 0:26.3 | to those gaps is the real miss. Visit Deloitte.com to learn how your enterprise can help successfully |
| 0:31.8 | cultivate talent. Welcome to Tech News Briefing. It's Tuesday, December 30th. I'm Danny Lewis for The Wall Street Journal. |
| 0:43.2 | This week, we're taking a deep dive into the future, exploring how the biggest shifts in technology will play out in 2026. |
| 0:50.6 | As we look toward the new year, one thing is certain. The AI revolution is showing no signs of slowing down. |
| 0:57.7 | Over two-thirds of CEOs planned to spend even more on AI next year. That's according to an annual |
| 1:03.4 | survey of more than 350 public company CEOs from the firm Teneo. That doubling down comes amid |
| 1:09.6 | a rash of investor skepticism that companies are |
| 1:12.2 | overspending on AI, sparking fears of a bubble and market turbulence as the year was winding down. |
| 1:18.6 | So where does AI go from here? What are the next major battlegrounds for regulation, data, and energy |
| 1:24.4 | demands? And how will it all impact jobs? We have WSJ reporters Bell Lynn, Chip Cutter, and energy demands. And how will it all impact jobs? |
| 1:33.4 | We have WSJ reporters Bell Lynn, Chip Cutter, and Enterprise Technology Bureau Chief at the WSJ Leadership Institute, Stephen Rosenbush, with us to discuss. |
| 1:41.0 | I want to begin by looking back at this year in AI. |
| 1:44.0 | What were the standout moments for each of you? |
| 1:46.5 | Bell, let's start with you. |
| 1:48.0 | Sure, I'll start with the most recent event that comes to mind, which was just earlier this month in December, where Open AI released this code red memo. |
| 1:57.4 | And it was this really profound moment to me because it indicated that Open AI, which was |
| 2:03.4 | by far the sort of undisputed leader up until kind of recent times in its frontier AI models, |
| 2:10.2 | was really threatened by Google's Gemini models. And then going backwards in time a little bit, |
... |
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