Conference Presentation, Panel, Fireside Chat, Interview
AI Ahead and the Future of Innovation | Global Investors' Symposium 2026
- Long-term AI demand for power and inferencing is expected to persist, with stability in the Middle East anticipated within one quarter, though a cautious outlook is maintained for the next couple of quarters due to geopolitical factors.
- AI adoption is characterized as being in its initial "chapter one," with only 13% of surveyed organizations feeling truly ready, while a shift in organizational power from CIOs to CFOs is predicted as entities enter a "show-me-the-money period."
- A transition from digital to physical AI is forecasted to drive capital movement toward the edge, resulting in smaller, more accessible models and a future device market that surpasses the current infrastructure and server/cloud investment phase.
- Sovereignty trends will compel nations like the UAE and South Korea to build local infrastructure, including a massive data center in Korea utilizing approximately 10,000 GPUs and region-specific embedded LLMs to ensure data residency.
- The robotics sector aims to develop general-purpose robots with unified hardware to serve diverse industries, with a specific strategic focus in the current year on robots manufacturing time, operating 24/7, and potential self-improvement, while hand-eye coordination targets realization within the next few years.
- LiDAR technology, with prices reduced by over 99.5%, is viewed as a moral obligation for widespread vehicle deployment to reduce fatal accidents, supported by plans to leverage automotive supply chains for physical AI robot development.
- An agentic AI tool is scheduled for release in the second half of the current year, alongside a hybrid strategy respecting sovereign governance through market-specific LLMs and token efficiency algorithms developed in partnership with AMD.
- Self-improving AI is identified as a key study focus for the current year, while a multi-year spending cycle for LLM training is expected to drive increased query and token volumes, leading to further exponential growth in AI capabilities.
- Long-term industry success for robotics assisting over a billion aging people relies on collaboration between the U.S. and China for algorithms and hardware, with a prediction that software-focused entities will increasingly build their own hardware to achieve these goals.
- Despite short-term inflationary pressures, sustained technology investment is expected to drive long-term growth, while the current period emphasizes studying self-improving systems and the democratization of AI through edge innovation.