27/01/2026
DAVOS 2026: A CEO’s Perspective on What Caught My Attention
the World Economic Forum in Davos, January 2026. As always, the event was a whirlwind of discussions, ideas, and visions about the future.
This year, however, two sectors stood out in a particularly striking way: AI technology and the medical longevity industry. Let me share my thoughts, based on personal observations and the conversations I had there. Everything below reflects my personal opinion only—not financial advice or official forecasts.
1. Tech & AI: Everyone Is Talking, but Who Is Actually Acting?
AI is on everyone’s lips in Davos. Everyone “knows” everything about it, everyone discusses its revolutionary potential—and rightly so. AI is one of the core pillars on which technology will be built in the coming years, if not decades.
But let’s be realistic—especially in Europe. Here, we talk a lot. We debate AI regulations, ethics, privacy, EU rules, and plan sustainable data centers… but action? Very little.
Pure personal opinion: while we in Europe keep circling discussions around ethics and regulation, others are executing.
In China, millions of robots are being deployed and dark factories are being built—fully automated facilities without natural light, running 24/7. It’s an industrial revolution on steroids.
At the same time, in the United States, hundreds of billions of dollars are being poured into “The Magnificent Seven” (Apple, Microsoft, Amazon, Alphabet, Meta, Tesla, and Nvidia). These companies are building massive data centers, fueled by enormous investments in AI hardware.
Let’s do a simple calculation: the US reported 2.1% GDP growth last year. 63% of that growth came directly from AI hardware investments. That means the rest of the economy grew by just 0.8%.
The conclusion is clear: AI is not a buzzword—it’s the engine of real economic growth.
Europe must move from words to action, or we risk falling behind.
2. The Medical Longevity Industry: A New Horizon, Closely Linked to AI
The second sector that positively surprised me was the medical longevity industry. It wasn’t nearly as visible at previous Davos editions, but in 2026 it was everywhere.
Massive investments are flowing into technologies aimed at extending healthy lifespan—from genetic therapies and cellular regeneration to personalized medicine.
What’s truly fascinating is the intersection with AI and the pharmaceutical industry. Imagine AI algorithms analyzing genetic data to create tailor-made treatments, or robotic systems dramatically accelerating drug discovery. Companies like Google DeepMind, alongside biotech startups, are already collaborating with pharma giants to “hack” aging.
This is an emerging field with enormous potential—and yes, Europe could play a key role, if we invest wisely.
In Closing: Beyond Politics, Toward a Hybrid Future
Beyond these sectors, I noticed an interesting geopolitical trend: a growing alignment between Europe and India.
Massive IT investments are already being tested in an Eastern European country (I won’t name it—it’s a one-year pilot project currently underway). Through “stimulating” (or constraining, depending on perspective) fiscal measures, local IT companies are being encouraged to sell to Indian investors.
This is a new EU experiment becoming increasingly visible in 2026—an attempt to attract Asian capital and know-how, though not without risks for the local ecosystem.
Overall, 2026 feels energetic and promising. People are working aggressively—and that’s fantastic. From London to Warsaw, from Budapest to Lisbon, the tech sector is operating at an intensity we haven’t seen in a long time.
January was a powerful start: motivated teams, accelerated projects, and innovation flowing fast. It genuinely makes me happy to see this—it’s a sign that Europe is waking up.
What do you think? Have you noticed the same trends?
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