Korim Intelligence

Free executive summaries and full research reports grounded in live market signals, funding data and buyer demand. Read the summary free or buy the full report.

The State of AI 2026

Q4 2026 Edition · Cross-sector

From generating answers to executing work: technology, adoption, applications, procurement, business models and capital.

AI use is broad but value is narrow: 88% of organisations use AI somewhere, yet only about 6% attribute 5% or more of EBIT to it. The frontier is shifting from tools that save staff time to systems embedded in paid services, regulated workflows and daily operations, with proof, control and accountability as the new buying conditions. Capital is large but selective: Big Tech plans about $725bn of capex in 2026 and AI took 64% of Q3 venture funding, yet AI cloud, compute and governance themes all slowed sharply in the latest 30 days.

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Narrow Software, Real Budgets

Q4 2026 Edition · B2B Software

The top signals, the opportunity map and the numbers behind 10 B2B software opportunities.

Prioritise narrow software that fixes costly integration, compliance or spending problems, rather than another generic workflow tool. Narrow tools compete for budget that already exists: the integration plan, the diligence line, the compliance programme, the cost-out target.

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The Governance Gap

Q4 2026 Edition · Financial Services

The top signals, the opportunity map and the numbers behind 10 consulting opportunities in AI controls and financial compliance.

Sell the controls before the code. Financial firms are deploying AI faster than they can govern it, and regulators are still writing the rules. Prioritise AI controls, audit-ready workflows and specialist compliance services; tokenised markets and stablecoins need more regulatory validation before a large commitment.

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Outcomes, Not Dashboards

Q4 2026 Edition · Healthcare & Life Sciences

15 healthcare and life-sciences consulting opportunities, ranked for consulting fit. With market evidence, engagement scopes and commercial tests for each.

Sell a specific decision or control, not broad healthcare transformation. The strongest consulting angles combine a measurable operational or compliance outcome with implementation, rather than standalone advice or another dashboard. Each opportunity is graded on the evidence behind it, from corroborated signals to open hypotheses.

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Deployable, Financeable, Auditable

Q4 2026 Edition · Energy

10 energy opportunities for builders and consultants, ranked by ability to offer a focused service or product. With market evidence, engagement scopes and commercial tests for each.

Sell certainty, not another platform. The strongest energy openings are in making projects deployable, financeable and auditable, rather than building another broad energy platform. Low-carbon steam contracts are the clearest Index-backed opportunity; several other niches rest on proprietary hypotheses and need validating.

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Where Capital Is Clustering

Q4 2026 Edition · Cross-sector

Q4 2026 funding themes: ten investment themes profiled, sector momentum read across seven sectors, and the commercial openings behind the money.

Ten investment themes profiled from the Korim Signal Index funding feed, with sector momentum across seven sectors and five commercial priorities that sit alongside the money. It separates investor conviction from buyer demand throughout.

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The State of Talent & Skills 2027

Q1 2027 Edition · Cross-sector

Hired to Deliver: the roles, leaders and skills employers will pay for as AI, regulation and integration turn strategy into delivery work. A forward view for Q1 2027 and beyond.

Healthcare IT, regulated financial services and specialist compliance look the strongest candidates for a Q1 2027 hiring uplift. Leadership demand is concentrated in execution roles, and the most valuable skills combine domain controls, integration and auditable evidence with judgement and stakeholder skills.

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