More than half of companies haven't seen any financial benefit from their AI investments, according to PwC's latest Global CEO Survey [PDF], and yet the spending shows no signs of slowing down. Some 56% of the 4,454 chief executives surveyed across 95 countries said their companies have realized neither higher revenues nor lower costs from AI over the past year. Only 12% reported getting both benefits -- and those rare winners tend to be the ones who built proper enterprise-wide foundations rather than chasing one-off projects. CEO confidence in near-term growth has taken a notable hit. Just 30% feel strongly optimistic about revenue growth over the next 12 months, down from 38% last year and nowhere near the 56% who felt that way in 2022.

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An anonymous reader shares a report: Anthropic Chief Executive Dario Amodei predicted a future in which AI will spur significant economic growth -- but could lead to widespread unemployment and inequality. Amodei is both "excited and worried" about the impact of AI, he said in an interview at Davos Tuesday. "I don't think there's an awareness at all of what is coming here and the magnitude of it." Anthropic is the developer of the popular chatbot Claude. Amodei said the government will need to play a role in navigating the massive displacement in jobs that could result from advances in AI. He said there could be a future with 5% to 10% GDP growth and 10% unemployment. "That's not a combination we've almost ever seen before," he said. "There's gonna need to be some role for government in the displacement that's this macroeconomically large." Amodei painted a potential "nightmare" scenario that AI could bring to society if not properly checked, laying out a future in which 10 million people -- 7 million in Silicon Valley and the rest scattered elsewhere -- could "decouple" from the rest of society, enjoying as much as 50% GPD growth while others were left behind. "I think this is probably a time to worry less about disincentivizing growth and worry more about making sure that everyone gets a part of that growth," Amodei said. He noted that was "the opposite of the prevailing sentiment now," but the reality of technological change will force those ideas to change.

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Signal Foundation president Meredith Whittaker warned that AI agents that autonomously carry out tasks pose a threat to encrypted messaging apps [non-paywalled source] because they require broad access to data stored across a device and can be hijacked if given root permissions. Speaking at Davos on Tuesday, Whittaker said the deeper integration of AI agents into devices is "pretty perilous" for services like Signal. For an AI agent to act effectively on behalf of a user, it would need unilateral access to apps storing sensitive information such as credit card data and contacts, Whittaker said. The data that the agent stores in its context window is at greater risk of being compromised. Whittaker called this "breaking the blood-brain barrier between the application and the operating system." "Our encryption no longer matters if all you have to do is hijack this context window," she said.

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AI will displace so many jobs that it will eliminate the need for mass immigration, according to Palantir CEO Alex Karp. Bloomberg: "There will be more than enough jobs for the citizens of your nation, especially those with vocational training," said Karp, speaking at a World Economic Forum panel in Davos, Switzerland on Tuesday. "I do think these trends really do make it hard to imagine why we should have large-scale immigration unless you have a very specialized skill." Karp, who holds a PhD in philosophy, used himself as an example of the type of "elite" white-collar worker most at risk of disruption. Vocational workers will be more valuable "if not irreplaceable," he said, criticizing the idea that higher education is the ultimate benchmark of a person's talents and employability.

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An anonymous reader shares a report: Ukraine will establish a system allowing its allies to train their AI models on Kyiv's valuable combat data collected throughout the nearly four-year war with Russia, newly appointed Defence Minister Mykhailo Fedorov has said. Fedorov -- a former digitalisation minister who last week took up the post to drive reforms across Ukraine's vast defence ministry and armed forces -- has described Kyiv's wartime data trove as one of its "cards" in negotiations with other nations. Since Russia's invasion in February 2022, Ukraine has gathered extensive battlefield information, including systematically logged combat statistics and millions of hours of drone footage captured from above. Such data is important for training AI models, which require large volumes of real-world information to identify patterns and predict how people or objects might act in various situations.

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Energy costs will be key to deciding which country wins the AI race, Microsoft CEO Satya Nadella has said. CNBC: As countries race to build AI infrastructure to capitalize on the technology's promise of huge efficiency gains, Nadella told the World Economic Forum (WEF) on Tuesday that "GDP growth in any place will be directly correlated" to the cost of energy in using AI. He pointed to a new global commodity in "tokens" -- basic units of processing that are bought by users of AI models, allowing them to run tasks. "The job of every economy and every firm in the economy is to translate these tokens into economic growth, then if you have a cheaper commodity, it's better." "I would say we will quickly lose even the social permission to actually take something like energy, which is a scarce resource, and use it to generate these tokens, if these tokens are not improving health outcomes, education outcomes, public sector efficiency, private sector competitiveness across all sectors," Nadella said.

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According to CFO Sarah Friar, OpenAI's annualized revenue surpassed $20 billion in 2025, up from $6 billion a year earlier with growth closely tracking an expansion in computing capacity. Reuters reports: OpenAI's computing capacity rose to 1.9 gigawatts (GW) in 2025 from 0.6 GW in 2024, Friar said in the blog, adding that Microsoft-backed OpenAI's weekly and daily active users figures continue to produce all-time highs. OpenAI last week said it would start showing ads in ChatGPT to some U.S. users, ramping up efforts to generate revenue from the AI chatbot to fund the high costs of developing the technology. Separately, Axios reported on Monday that OpenAI's policy chief Chris Lehane said that the company is "on track" to unveil its first device in the second half of 2026. Friar said OpenAI's platform spans text, images, voice, code and APIs, and the next phase will focus on agents and workflow automation that run continuously, carry context over time, and take action across tools. For 2026, the company will prioritize "practical adoption," particularly in health, science and enterprise, she said. Friar said the company is keeping a "light" balance sheet by partnering rather than owning and structuring contracts with flexibility across providers and hardware types.

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