The week ending January 16, 2026, signalled the IT sector’s pivot to an “Industrialisation Phase” defined by ruthless AI operationalisation. As OpenAI introduced ads and Wikimedia commercialised knowledge, TSMC reported massive high-performance computing demand. Yet, severe Apple and Microsoft security failures exposed the fragility underlying this rapid expansion.
In 2026, the increasingly complex technology sector definitively transitioned into the Physical and Agentic Era. Nvidia introduced the Vera Rubin rack-scale architecture, while Meta acquired Manus for its own agentic AI capabilities. This shift brings digital brains into robotic frames, like a ghost finally finding a solid home to inhabit.
The week of December 19, 2025, triggered a “Silicon Renaissance” as markets rebounded from AI fatigue. Key strategic developments included TikTok’s U.S. joint venture and Google DeepMind’s automated UK laboratory. Simultaneously, massive data breaches at Petco and Coupang exposed systemic vulnerabilities in global digital infrastructure. This highlights recent major shifts.
Global Information Technology Report: Week Ending December 19, 2025 Read More »
The week ending December 12, 2025, revealed a Great Divergence: technological innovation accelerated, moving into the era of “agentic AI” like GPT-5.2 and Gemini Deep Research. However, this triumph was juxtaposed against acute financial volatility and labor distress. Over 1 million tech layoffs defined this phase of “structural decoupling”,.
The week ending December 5, 2025, marked a “Great Pivot.” Google’s Gemini 3 and AWS’s agentic tools challenged OpenAI, prompting a “Code Red”. Yet, innovation clashed with fragility as the “React2Shell” vulnerability and Salesforce breaches exposed critical risks. Meanwhile, Meta secured a historic antitrust victory, reshaping the regulatory landscape.
The Great Pivot: Agentic AI, Systemic Fragility, and the Antitrust Reset Read More »
The week ending November 28, 2025, ushered in the “Agentic Era”. Google released Gemini 3 and the Antigravity IDE, which shifted software development from “writing” to “orchestrating”. Simultaneously, Amazon eliminated nearly 14,000 corporate roles. This displacement confirmed the economic reality of AI leverage, particularly impacting junior developer tasks.
