What really matters for data, AI and decision-making in 2026

Macro Matters 2025-Q4 | The key economic and digital shifts heading into 2026

  • Article
  • Data Strategy
futuristisch beeld

Want to move faster with a strategic view on your data? In the up to data: Macro Matters, Elias zooms in on the market developments that impact your data-driven organisation.

1. Political

EU’s Apply AI Strategy: From ambition to action

On 8 October 2025, the European Commission launched the Apply AI Strategy and AI in Science Strategy — concrete follow-ups to the AI Continent Action Plan announced in April.
The Apply AI Strategy focuses on accelerating AI adoption across strategic sectors and SMEs, introducing an “AI first” policy that encourages organisations to consider AI by default in key decisions.

The programme mobilises around €1 billion from existing funds such as Digital Europe and Horizon Europe, with an emphasis on 11 priority sectors, including healthcare, manufacturing, and the public sector.

So what?

Europe is moving decisively from regulating AI to building its own AI capabilities. The strategy outlines concrete measures:

  • Transforming European Digital Innovation Hubs into AI Experience Centres,
  • Establishing the Apply AI Alliance for coordination,
  • And launching an AI Observatory for trend monitoring.

For Dutch and European organisations, this means access to EU-wide AI infrastructure, funding, and a “buy European” preference in public procurement.
Those who invest now in European AI collaboration are positioning themselves for future deal flow.

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2. Economic

OpenAI DevDay reveals app ecosystem: $500 billion valuation

On 6 October 2025, OpenAI DevDay took place in San Francisco with over 1,500 developers in attendance.
Key announcements included:

  • GPT-5 Pro ($15 per million input tokens)
  • Sora 2 Pro for video generation
  • Apps SDK for building ChatGPT apps
  • AgentKit for creating AI agents

OpenAI reached a $500 billion valuation, while CEO Sam Altman stated that profitability is “not among his top 10 concerns.”

So what?

The AI market is increasingly consolidating around a few dominant players that are building complete ecosystems. With the launch of the Apps SDK, ChatGPT is evolving from a standalone chatbot into a fully fledged development platform, similar to how Facebook opened its developer ecosystem in 2007.

For businesses, this creates a clear strategic choice: grow within the major platforms (while giving up some control over data and strategy), or build in-house AI capabilities to remain independent.

The competitive race is therefore no longer about who has the most advanced AI model, but about who controls access to users and distribution channels.

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3. Social

Tech talent crisis worsens despite growth: 76% of roles remain unfilled

According to ManpowerGroup’s 2025 Talent Shortage Survey, 76% of UK companies struggle to fill roles, especially in IT and data.
The IMF forecasts a shortage of 85 million tech workers by 2030, potentially costing $8 trillion in lost revenue.

So what?

In Q1 2025, 51% of IT firms planned to hire, but 75% couldn’t find qualified candidates.
Traditional recruitment methods are failing.

Solutions include:

  • Skills-first hiring (prioritising skills over degrees)
  • Micro-credentials for rapid reskilling
  • Partnerships with education providers

Studies show 94% of organisations report that skills-based hires outperform degree-based hires.

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4. Technological

The AI race shifts: From power to applicability

The summer of 2025 brought a new wave of AI models: GPT-5, Claude Opus 4.1, Gemini 2.5 Pro, and Qwen 3 Max. These releases demonstrate that the focus is no longer on the smartest model, but on practical application. Attention is moving towards agentic AI - systems capable of performing tasks autonomously - and multi-agent orchestration, where AIs communicate and collaborate.

So what?

Claude Opus 4.1 remains a developer favourite thanks to its tight integration with Cursor IDE, while GPT-5 excels in productivity and collaboration across existing workplace tools.

On top of that, a new phase is emerging: agentic AI: systems that can independently execute tasks and collaborate with one another. Instead of a single smart assistant, we are moving towards networks of AIs capable of completing projects together. Organisations experimenting with this technology today are building a competitive edge for 2026.

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5. Legal

Cyber threats reach a new peak

September 2025 was the most severe month yet for cyberattacks. Companies such as Jaguar Land Rover, Stellantis, Bridgestone, Harrods, and several financial institutions were hit.
Additionally, the Shai-Hulud supply-chain attack impacted the global open-source ecosystem.

In total, 49 major attacks and data breaches were reported, compromising nearly 2 million records. According to attackers’ claims, the true number may exceed 1.5 billion. Ransomware incidents rose for the first time in three years: 24% of organisations were affected, compared with 18.6% a year earlier. Notably, 16% of all incidents involved AI tools, such as deepfakes impersonating CEOs.

So what?

The nature of cyber threats is rapidly evolving: attacks are becoming smarter, better coordinated, and increasingly powered by AI. Deepfakes and other AI-driven methods are already causing hundreds of millions of dollars in damages, while incident numbers continue to climb month after month.

Yet, security budgets are not keeping pace, leaving organisations at risk of falling permanently behind. We advise investing in a Zero Trust approach, AI-driven threat detection, and realistic crisis simulations that actively involve senior management.

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6. Environmental

Data centre sustainability takes priority amid AI growth

In September, Google cancelled plans for a new data centre following protests over excessive energy and water consumption. According to AFCOM, over 12,000 data centre projects worldwide are waiting to be connected, while BCG warns of a 45-gigawatt shortfall.

Energy consumption by AI data centres is expected to rise from 23 TWh (2022) to 146 TWh (2027) - exceeding the total usage of Sweden.

So what?

AI demand is growing faster than the power grid can support. Data centres are consuming increasing amounts of electricity, while the transition to renewable energy lags behind. Innovation is the key to balance: from zero-water cooling and battery storage to space-based data centres with far lower emissions.

MIT research shows that smart optimisation can save up to 20% in energy consumption. Sustainability is therefore no longer a “nice to have” — it’s essential for continuity and an opportunity to reduce both costs and emissions simultaneously.

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What does this mean for you?

Together, these six trends illustrate how quickly AI is maturing:

  • Political: Europe moves from planning to execution.
  • Economic: Power shifts towards platforms.
  • Social: Talent drives growth.
  • Technological: Agentic AI becomes mainstream.
  • Legal: Cybersecurity demands proactive leadership.
  • Environmental: Sustainability becomes a hard requirement.

The organisations that will succeed in 2026 are those that view these developments not in isolation, but as one interconnected strategic challenge.

This is an article by Elias Hassing

With a background in product management and over 15 years of experience leading international development teams, Elias helps organisations develop their data strategy. With his expertise in product development and experience as Head of Product at companies such as Coolgradient and Infinitas Learning, Elias guides digital transformations from strategy to execution.

Elias Hassing

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