“ I think that 2026 is going to be the year that AI starts to dramatically change the way that we work”
Mark Zuckerberg CEO Meta such massive infrastructure, it serves as a crucial signal to shareholders that leadership is reallocating rather than just spending.
For example, Oracle has raised US $ 50bn in fresh funding to expand its AI capacity, a move paired with massive workforce reductions to manage the resulting debt.
Industry analysts suggest this transition is fraught with risk. John-David Lovelock, Distinguished Vice President Analyst at Gartner, says that 2026 marks a potential“ trough of disillusionment”, noting that while infrastructure spending is soaring, the returns often lag.
98 May 2026