In 2026, the AI narrative has shifted from basic prompt-and-response to Agentic AI, multi-step, autonomous systems that are finally narrowing the gap between technological promise and financial reality. Duncan Stewart, Director of TMT Research, Deloitte Canada, explains why the global CapEx surge to $1 trillion is a rational enterprise play, driven by "token maxing" and the race for sovereign compute. 



From the "Search Cliff" threatening web referral traffic to the "RAMageddon" memory shortage fueled by a Persian Gulf helium crisis, we dive into the high-stakes forces reshaping the regional and global tech landscape.



Tune In To Find Out:




The Narrowing Gap: Why the investment-to-revenue ratio is dropping from 100x to 10x as AI monetisation hits the $100 billion mark.


Agentic vs. Generative: The move from simple prompts to autonomous, multi-modal code-writing systems for enterprise optimisation.


Token Maxing: Why software engineers are now burning $250,000 a year in tokens to drive a 5x to 10x productivity gain.


The Search Cliff: Why media and retail sites are facing a 50% to 80% sudden drop in referral traffic as AI overviews take over search.


Sovereign AI: Why nations are spending $100 billion on local data centers to prevent total dependency on US and Chinese infrastructure.


RAMageddon: Why memory prices have spiked 400% and why the shortage could last up to five years.


The Helium Factor: How the conflict-driven force majeure on Persian Gulf helium is threatening Asian chip and memory manufacturing.


Jevons Paradox: Why making AI tokens cheaper will actually lead to an explosion in consumption, not a reduction

In 2026, the AI narrative has shifted from basic prompt-and-response to Agentic AI, multi-step, autonomous systems that are finally narrowing the gap between technological promise and financial reality. Duncan Stewart, Director of TMT Research, Deloitte Canada, explains why the global CapEx surge to $1 trillion is a rational enterprise play, driven by "token maxing" and the race for sovereign compute. From the "Search Cliff" threatening web referral traffic to the "RAMageddon" memory shortage fueled by a Persian Gulf helium crisis, we dive into the high-stakes forces reshaping the regional and global tech landscape.Tune In To Find Out:<ul><li>The Narrowing Gap: Why the investment-to-revenue ratio is dropping from 100x to 10x as AI monetisation hits the $100 billion mark.</li><li>Agentic vs. Generative: The move from simple prompts to autonomous, multi-modal code-writing systems for enterprise optimisation.</li><li>Token Maxing: Why software engineers are now burning $250,000 a year in tokens to drive a 5x to 10x productivity gain.</li><li>The Search Cliff: Why media and retail sites are facing a 50% to 80% sudden drop in referral traffic as AI overviews take over search.</li><li>Sovereign AI: Why nations are spending $100 billion on local data centers to prevent total dependency on US and Chinese infrastructure.</li><li>RAMageddon: Why memory prices have spiked 400% and why the shortage could last up to five years.</li><li>The Helium Factor: How the conflict-driven force majeure on Persian Gulf helium is threatening Asian chip and memory manufacturing.</li><li>Jevons Paradox: Why making AI tokens cheaper will actually lead to an explosion in consumption, not a reduction</li></ul>

Where would your business be in 10 years time? How about 5 years from now? Or even tomorrow? Chances are, you’re already in the age of a digital business. Tech Talk is the programme that gives you access to the minds that are shaping the world of tomorrow. Hear from global and regional experts and analyst, record breaking developers, the dark-web hackers and the “crazy ones” as they give you an insight to how the world will change. Tech Talk helps you to breakdown the geeky jargons and complex codes that many often would fear. Also find out what are some the latest consumer offerings like smartphones, drones, robots, cameras, video games that are best in the market and quirky insight to a mind of a digital pop culture technology advocater, Richard Bradbury.

Where would your business be in 10 years time? How about 5 years from now? Or even tomorrow? Chances are, you’re already in the age of a digital business. Tech Talk is the programme that gives you access to the minds that are shaping the world of tomorrow. Hear from global and regional experts and analyst, record breaking developers, the dark-web hackers and the “crazy ones” as they give you an insight to how the world will change. Tech Talk helps you to breakdown the geeky jargons and complex codes that many often would fear. Also find out what are some the latest consumer offerings like smartphones, drones, robots, cameras, video games that are best in the market and quirky insight to a mind of a digital pop culture technology advocater, Richard Bradbury.

Tech Talk

How does the Internet work? To be honest we don't know either. But on Tech Talk, we deconstruct the relationship between humans and technology and understand how it shapes our business and life.