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WSJ Tech News Briefing

Is the AI Revolution Slowing Down? What to Expect in 2026

WSJ Tech News Briefing

The Wall Street Journal

Tech News, News

4.31.7K Ratings

🗓️ 30 December 2025

⏱️ 16 minutes

🧾️ Download transcript

Summary

As we look ahead to next year, CEOs are doubling down on AI spending despite growing investor fears of a bubble. We break down the latest data and trends on AI with WSJ tech reporters Belle Lin and Chip Cutter, along with enterprise technology bureau chief at the WSJ Leadership Institute Steven Rosenbush. Plus, we discuss the next major battlegrounds for AI regulation, growing energy demands, and preview the impact on the job market. Danny Lewis hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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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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