Overview
- Consumer and workplace tools made AI a visible, opt‑in feature across email, search, messaging and creative apps in 2025, moving it from background utility to conscious use.
- Goldman Sachs projects Big Tech could invest more than $500 billion in 2026 for data centers, chips and power, after hyperscalers’ capex hit $106 billion in Q3 with 75% year‑over‑year growth.
- Companies used automation to restructure workforces in 2025, with entry‑level roles hit hardest; a Stanford study reports a 16% drop in employment for workers aged 22–25 in exposed sectors since late 2022.
- Rising demand for memories, printed circuit boards and processors for AI projects is pressuring component supply, prompting firms to buy ahead and raising risks for electronics‑heavy industries such as autos and appliances.
- Security experts warn deepfakes and AI‑driven fraud will become structural corporate risks in 2026, as Mexico’s Senate advances a general AI law requiring human oversight and states invest in capacity, including Jalisco’s 12‑million‑peso programs and a new national training center tied to SaberesMx.