In March 2026, the artificial intelligence industry faced a critical ethical schism when OpenAI and Anthropic diverged over a United States Department of Defence contract. Anthropic refused to allow its models for mass surveillance, prompting government backlash, while OpenAI stepped in to offer ChatGPT as a substitute.
Global IT Industry Strategic Review: Week Ending 6 March 2026 Read More »
The week ending March 6, 2026, marked a definitive turning point for global financial markets, which rapidly transitioned into a volatile “risk-off” environment. Driven by escalating Middle East conflicts, surging oil prices, and a sudden US employment contraction, equities plummeted globally amid renewed fears of stagflation.
In late February 2026, the global technology sector experienced a definitive ‘Great Rotation,’ shifting capital from Big Tech into industrials as artificial intelligence productivity finally reached the broader economy. Meanwhile, new ‘agentic’ models like GPT-5.3 Codex emerged, rapidly transitioning AI from conversational tools to fully autonomous digital and physical problem-solvers.
Global IT Industry Strategic Review: The Week Ending 27 February 2026 Read More »
In late February 2026, global financial markets experienced sharp divergence. Wall Street and Indian equities faced downward pressure from persistent inflation, geopolitical tensions, and an “AI-scare” tech sell-off. Conversely, the UK, Australian, and Japanese benchmarks surged to historic record highs driven by domestic policy shifts.
By February 2026, the technology sector transitioned from basic chatbots to autonomous “agentic” AI systems capable of complex reasoning and planning. However, this rapid industrialisation sparked a major infrastructure crisis. Soaring AI data centre demand triggered severe power constraints and a global memory shortage dubbed “Ramageddon”.
The third week of February 2026 saw a massive legal shake-up in Washington that triggered a global relief rally. The US Supreme Court struck down sweeping presidential tariffs, sending major indices higher as investors anticipated a potential $175 billion refund. Meanwhile, European manufacturing rebounded strongly.
