Tech Predictions 2027: Strategic Intelligence

All the vital news, analysis, and commentary curated by our industry experts.

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Published: November 09, 2026 Report Code: GDTMT-TR-M743-TH

Report Overview
Key Players
Table of Contents

Our research shows that companies that invest in the right themes become success stories; those that miss the big themes impacting their industry will fail. Given that so many themes are disruptive, it is easy to be blindsided by industry outsiders invading your sector.
To help our clients gain a competitive advantage, GlobalData has developed its Strategic Intelligence Solution, a single, integrated global research platform that provides an easy-to-use framework for tracking all strategic issues-or themes-impacting all companies across all industries. Reading this report is the first step towards making better business decisions in 2027.

Scope

This report identifies the top 20 tech-related themes that will impact every industry in 2027. For each theme, we offer a set of predictions, identify winners and losers, and direct you to further reading.

These 20 themes have been classified into three categories: technology themes, ESG themes, and macroeconomic themes. In the following pages, we rank the most disruptive themes in order of importance, with artificial intelligence (AI) agents, quantum computing, and cybersecurity as the top three themes for 2027.

Key Highlights

Global agentic AI market revenue is projected to rise from $13.5 billion in 2025 to $47 billion by 2030. Growth will be driven primarily by enterprise adoption, with consumer uptake playing a smaller role. Banking, information technology, retail, manufacturing, and healthcare are expected to be the leading verticals. By 2027, the leading agentic AI developers are expected to include Alphabet, Anthropic, and OpenAI. In China, Alibaba, DeepSeek, Moonshot AI, and Z.AI will dominate.

The quantum industry comprises over 150 companies globally and the technology is moving closer to commercial reality, led by trapped ion, neutral atom and superconducting qubit architectures. Key developments in the past year include error correction enhancements, improvements in the ratio of physical to logical qubits, and government-backed funding in the EU, China, and the US.

The rise of fast, non-stop, automated AI-powered attacks is putting security teams under increasing pressure. A 2026 CrowdStrike threat report has shown that modern cyber adversaries are shifting from targeted attacks to highly industrialized, AI-led attack operations. The problem is not just the speed of AI powered attacks but also their automation. Detect-triage-respond cycles that rely on human review are too slow against automated offensive tools that can shift direction in minutes. New 2027 defensive strategies will include implementing AI-based continuous monitoring that adapts to novel attack patterns rather than relying on static signatures. Other key measures are network segmentation and a zero-trust architecture that continuously verifies every user, device, and API request.

In 2026, the top five US hyperscalers, Alphabet, Amazon, Meta, Microsoft, and Oracle, are spending an estimated $805 billion on capital expenditure (capex), with over 90% going to AI infrastructure. GlobalData expects capex to grow to between $1 trillion and $1.2 trillion in 2027.

Closed-weight model developers will lose market share to open-weight alternatives in 2027 as the performance gap closes. Enterprises are increasingly uneasy about their lack of control over closed models, which providers can update, reprice, or withdraw with little notice. Access is also less certain. In June 2026, Anthropic suspended access to two frontier models for several weeks to comply with US export controls. Meanwhile, governments and regulated industries increasingly demand digital sovereignty, and open-weight models let them keep data, infrastructure, and control within their own borders.

In order to maximize the computational pipeline for AI inference, the industry has developed high bandwidth memory (HBM), which stacks 4-12+ DRAM dies to reduce the length of signal travel and increase the width of the data pipe to/from the GPU. HBM currently accounts for 20% of global DRAM capacity and is set to grow to 30%. The demand for NAND Flash is also growing as NAND plays a pivotal role in implementing the inference pipeline on AI servers. CPUs are needed to process agentic workflows. Silicon photonics is gaining momentum as a way to enhance the utilization of GPUs by improving the throughput of the data pipeline.

Reasons to Buy

Digging deeper into our strategic intelligence content can help you answer the fundamental strategic questions for 2027:

– What are the key business risks you face in 2027?

– Which are the most important technologies to focus on in 2027?

– Who are the leading vendors for these technologies?

– Where are your competitors investing for tomorrow?

– How can you better understand your customers’ key challenges?

– What are the geopolitical risks within your supply chain?

1PointFive
3M
Additive Surgical
Adobe
Aircards
Albemarle
Alibaba
Alphabet
Amazon
AMD
Anthropic
Apple
Applied Materials
ASML
ASOS
Aulos Bioscience
BAE Systems
Baidu
BGI Genomics
Binance
Biolojic Designs
BlackRock
Blue Origin
Boeing
Broadcom
BYD
Byju's
ByteDance
CASC
CASIC
CATL
Check Point Software
Circle
Cisco
Citroën
CNG
Cohere
Coinbase
Comcast
Complete Genomics
CrowdStrike
Cruise
Crypto.com
Cybereason
Darktrace
DAZN
Discord
Discovery
Disney
DJI
Dyno Therapeutics
Electro Optic Systems
Electronics Arts
Embrace
Equinix
Etalytics
Etsun
Eutelsat OneWeb
Fiat
Fidelity
Figure
Fortinet
Fox
Franklin Templeton
Ganfeng Lithium
GE HealthCare
Geely
Genee AR
Globus Medical
Goldman Sachs
Holocene
Hugging Face
Hyundai
IBM
Inflection AI
Instagram
Intel
iQiyi
JP Morgan
KLA
Kraken
Kuiper
KUKA
Lam Research
Ledger
Lenovo
LG Energy Solution
Lockheed Martin
Locus Biosciences
McKinsey
Medtronic
Meta
Microsoft
Midea
Mistral AI
NetEase
Netflix
Niantic (8th Wall)
Nintendo
Nuvasive
Nvidia
OpenAI
Orbotic Systems
Palantir
Palo Alto Networks
Philips
Planet Labs
PsiQuantum
PwC
Qianfan
Qrypt
Qualcomm
QuSecure
Redwood Materials
Reliance Industries
Renault
Ripple
Roche
Rocket Lab
Roku
Salesforce
Samsung Electronics
Sea
Shanghai Spacecom Satellite Technology
Shein
Siasun
Snap
Sony
SpaceX
Spotify
Soceidad Quimica y Minera
Stability.ai
Standard Power
Steam
Telegram
Telesat
Tencent
Teradyne
Tesla
Thales
Tianqi Lithium
TikTok
Tokyo Electron
TSMC
Ubisoft
UBtech
ULA
Umicore
Unity Technologies
UPS
Valve
Verkada
Volkswagen
World Wrestling Entertainment (WWE)
WuXi AppTec
WuXi Biologics Cayman
X (Twitter)
Xanadu
Yaskawa
Zappar
Zoom

Executive Summary

Top Themes for 2027

Top 20 Themes

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