DAVOS, SWITZERLAND The World Economic Forum is in full swing with AI, Blockchain and Robotics announcements (Photo by Elena Romanova/Getty Images)
Getty Images
I’m here on the ground in Davos at the World Economic Forum listening to news about AI, Stablecoins, and Robots. The energy is unlike anything I’ve experienced before. With the US bringing a record number of political officials, it seems like every major corporate CEO, and country delegation has come to this small mountain town.
I’ve participated in the Great AI Debate, joined several blockchain panels, and engaged in countless conversations between sessions. The message coming through loud and clear?
For blockchain, there’s growing acceptance of the work it’s doing in finance. For AI, we are starting to see use cases that yield real results. In the Semafor session today with the Bank of America CEO, Brian Moynihan, discussed “Erica” the bank’s popular, AI-powered virtual financial assistant within their mobile app, launched in 2018! It has been updated with all the new AI tools.
Bank of America CEO Brian Moynihan discussed “Erica” the bank’s popular, AI-powered virtual financial assistant within their mobile app, launched in 2018!
Sandy Carter
Against that backdrop, I want to share the top 10 announcements reshaping the global technology landscape from Davos in the first two days.
1. First Ever USA House Debuts at Davos
Per Semafor, for the first time ever, the U.S. State Department has recognized an official American headquarters on the Davos Promenade. USA House, housed in a transformed 19th century Alpine church, represents America staking its claim in the technologies defining the next decade. Ripple secured a prominent sponsorship alongside Microsoft and Pfizer, while Hedera announced sponsorship of both USA House and GBBC’s Blockchain Central Davos. The symbolism is powerful: Web3 companies standing shoulder to shoulder with legacy tech giants as official representatives of American innovation.
The USA House at Davos, a first in US history that the U.S. State Department has recognized an official American headquarters on the Davos Promenade.
Sandy Carter
2. Bermuda Announces World’s First Onchain Economy
The Government of Bermuda revealed plans to become the world’s first fully onchain national economy, with Circle and Coinbase providing digital asset infrastructure to local banks, insurers, businesses, and consumers. This isn’t a pilot program. It’s a national transformation. This announcement was one of the most interesting to me because it proves that stablecoins and digital asset infrastructure are ready for mainstream adoption. Circle and Coinbase aren’t running a sandbox. They’re powering a country’s financial system.
3. The World Economic Forum (WEF) Elevates Crypto with Dedicated Tokenization and Stablecoin Sessions
For the first time, Davos features two dedicated high level sessions: “Is Tokenization the Future?” and “Where Are We on Stablecoins?” Ripple CEO Brad Garlinghouse and Coinbase CEO Brian Armstrong are appearing alongside the ECB Governor, Standard Chartered’s CEO, and Euroclear’s leadership. The conversation has shifted from whether digital assets belong in the financial system to how fast we integrate them responsibly.
4. Cognizant Showcases Neuro AI Multi-Agent Platform at Davos
At the Great AI Debate, Babak Hodjat, CTO of AI at Cognizant, discussed Neuro AI, the company’s multi-agent decisioning platform. Internal benchmarking shows the system has delivered 30-40% improvements in coding accuracy, reduced effort by 30-75%, and accelerated time to market by 40-45%.
At the Great AI Debate, Babak Hodjat, CTO of AI at Cognizant, discussed Neuro AI, the company’s multi-agent decisioning platform.
Sandy Carter
Cognizant CEO Ravi Kumar noted the company has achieved a 10% increase in revenue per employee through AI productivity gains, reinforcing that enterprise AI is moving from pilots to measurable business results.
5. Salesforce and WEF Launch EVA, the First Agentic AI Concierge
This announcement is very needed at Davos. Salesforce unveiled EVA, a proactive AI concierge built on Agentforce 360, to support over 3,000 leaders at Davos. Marc Benioff called it far more than a chatbot. It’s an agentic concierge that helps leaders move faster, prepare better, and take action.
6. OpenAI Confirms First Hardware Device for Late 2026
Discussed everywhere was the OpenAI news. OpenAI’s Chief Global Affairs Officer Chris Lehane confirmed the company is on track to unveil its first consumer device in the second half of 2026, developed with former Apple design chief Jony Ive. Lehane also revealed India is now OpenAI’s second largest consumer market globally, with 2.5x growth in the past year.
7. WEF Reports $600 Billion AI Surge is Fastest Capital Reallocation in Modern History
Cathy Li, WEF’s Head of AI, announced that cumulative AI investment has reached $600 billion since 2010, with the U.S. and China accounting for 65% of global spending. The industry is expanding at 33% annually.
But here’s the fact that I keep coming back to. According to BTAI, only 15% of the world’s information is digitized and that leaves 85% left to humans in intuition, judgment, culture and lived experiences. The opportunity ahead isn’t just about what AI can do today. It’s about unlocking the vast majority of data that hasn’t even been captured yet.
8. Microsoft CEO Warns AI Could Become a Bubble
Satya Nadella cautioned that AI risks becoming speculative unless benefits spread beyond big tech and wealthy economies. He positioned AI skills as the new pathway to jobs and mobility, comparing the current moment to when workers had to learn Excel to stay employable.
9. Anthropic CEO on China Chip Sales and Jobs Impact
In today’s Davos session, Dario Amodei argued that restricting chip sales to China is one of the biggest things we can do to maintain time for AI safety. On employment, he noted AI could eventually eliminate half of entry level white collar jobs, though current labor market impact remains limited outside coding.
10. Scale AI CEO Jason Droege Says AI ROI is Coming in One to Two Years
Jason Droege, the new CEO of Scale AI, brought a pragmatic message to Davos: companies investing in AI should expect to see real ROI within one to two years. Droege, who took the helm after founder Alexandr Wang moved to Meta as part of a $14.8 billion deal last June, built Uber Eats from idea to $20 billion in revenue. He knows what it takes to scale. His message cuts through the hype: AI is moving from experimentation to measurable business results, and the companies that stay the course will see the payoff.
Jason Droege, the new CEO of Scale AI, brought a pragmatic message to Davos: companies investing in AI should expect to see real ROI within one to two years.
Sandy Carter
11. HCLTech Showcases Physical AI at Scale
HCLTech unveiled live demonstrations of Physical AI applications, including Kinetic AI.QA for automated quality checks and Kinetic AI.Inspect for manufacturing inspections. The Physical AI market is projected to reach nearly $1 trillion by 2030, with robotics, remote surgery, and industrial safety as key growth areas.
Convergence Is The Key
The thread running through every conversation here is convergence. AI agents need infrastructure to operate autonomously. They need wallets, identities, and payment rails. Blockchain provides exactly that. Physical AI is collapsing the boundary between digital intelligence and real world action. The companies and countries that understand this intersection will lead the next era.
Davos 2026 marks the moment these technologies moved from experimentation to infrastructure. The question is no longer if but how fast and who will lead in AI, Stablecoins, and Robotics.

Leave a comment