Author name: Mudit Bhatnagar

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.

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 week ending February 13, 2026, was defined by the collision of “agentic” AI breakthroughs and a global market correction. While Anthropic’s Claude 3.7 introduced hybrid reasoning and NBN Co achieved fibre dominance, public equity markets faltered due to a severe memory supply crunch and anxiety over AI’s profitability.