The Forces Shaping 2027

Uncover the defining themes that will fundamentally shape the technology landscape in 2027.

Uncover the defining themes that will fundamentally shape the technology landscape in 2027.Contents

AI: Rebalancing from investment to monetization

Supply chain: Crisis is the “new normal”

Digital sovereignty: Independence comes at a cost

Physical AI: Intelligence escapes the screen

About Omdia

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The Forces Shaping 2026

Evan Kirchheimer

Chief Research Officer

2026 is proving yet again that technology’s role in politics, economics, and society is not merely significant—it shapes our future. Through transformative shifts in technology markets, Omdia continues to deliver expertise that listens and provide actionable advice that leads.

In 2027, we will sharpen our focus in our research agenda on four core forces reshaping industries, and provide clarity, foresight, and actionable strategies to move your business forward, and with it, the entire industry.

AI: Rebalancing from investment to monetization

The AI technology arms race will continue, but the tension between investment and return will grow. Enterprises will increasingly view their AI investments through the lens of measurable ROI and proven productivity gains rather than technical superiority. Consumers will continue to question whether premium AI features justify their cost.

Supply chain: Crisis is the “new normal”

Global tech supply chains have entered a prolonged state of uncertainty. As AI infrastructure demands and macroeconomic headwinds undermine just-in-time models, 2027 will divide resilient companies from those paralyzed by relentless shocks.

Digital sovereignty: Independence comes at a cost

Rising geopolitical tensions and accelerating AI adoption are driving demand for greater control over data, infrastructure, AI, and digital supply chains. Digital sovereignty is not about complete independence, but about balancing control, resilience, innovation, and competitiveness. Success will depend on knowing what to own, what to partner for, and where sovereignty creates business value.

Physical AI: Intelligence escapes the screen

Physical AI is set to supercharge edge computing and ignite a new wave of IoT and sensor innovation. The impact? Massive economic shifts and social transformation at scale. Success hinges on bridging AI intelligence with robust hardware, advanced sensors, and agile deployment. Though still in the early stages, the momentum is undeniable.