2026 Citi AI Summit

Technology has always had the power to reshape societies. But the current wave of disruption – driven by advances in artificial intelligence – is unfolding at dizzying pace and on an unprecedented scale.
Unlike previous technological revolutions, which generally took decades, AI is firing change across industries, institutions and societies in real time.
 

Alex Miller is joined by Logan Kilpatrick, Product Lead, Google DeepMind and Shobhit Varshney, Head of AI, Citi. Together, they explore the rapid growth of AI models, how enterprises can position themselves to leverage the exponential progress, and the importance of embedding robust safeguards and governance.

Disruption for the music industry could come from AI tools that let consumers migrate from mere listeners to active content creators. A new Citi Research report looks at the possibilities; we see digital service providers as apt to lean into this opportunity, while record labels play defense.

AI deepfakes are the new face of deception. They are voices, images, videos or even text created by artificial intelligence (AI) that look and sound indistinguishably real. Once mere entertainment novelties, they have evolved into powerful tools of manipulation and fraud, marking a new era in financial crime.

This wave of AI-driven deception is now infiltrating the workplace and recruitment processes, with some estimates suggesting that by 2028, one in four candidate profiles worldwide could be fake.¹

This Citi Institute report outlines the extent of deepfake infiltration and highlights what corporates can do to counteract the threat.

The way artificial intelligence (AI) is used by the investment management industry is rapidly shifting from a focus on operational efficiency to enabling more sophisticated investment-centric applications. This is being driven by Ai’s ability to handle vast amounts of data, generate insights, and automate complex tasks.

In this episode of Citi Institute podcast, host Alex Miller is joined by Tony Kim, Global Technology Team Head, BlackRock and Alex Watkins, Global Head of Technology Capital Markets, Investment Banking, Citi. Together, they explore how AI and the ‘Intelligence Revolution’ are the single biggest drivers of growth, and how the shift in value is moving from the top layer of software and labor services to the underlying computing infrastructure and AI models.

Our guests share insights on the growth of the robotics industry, emerging policy and regulatory considerations, including implications for the labor force.

The annual AI Impact Summit, which began in 2023 in the UK, was recently held in New Delhi, India. Attended by leading technology firms, banks, policy makers and political leaders (including India’s Prime Minister Narendra Modi and French President Emmanuel Macron), it was the first time the summit took place in the Global South. Citi Institute’s Dr. Prag Sharma was a panel contributor, speaking on agentic AI and its implications for 2026. Ronit Ghose, the Head of Citi Institute’s Future of Finance team, caught up with Prag. 

An artificial intelligence that can make autonomous decisions without human intervention. Meet agentic AI.  

Anne Malone, North America Head of Research, sits down with Andrew Kaplowitz, Head of U.S. Industrials Research, to discuss themes shaping Industrials in 2026. The lead theme is AI, with capex growth permeating everything in the sector. But topics from the broadening thesis to M&A and U.S. federal policy are also attracting investor attention.

Smart glasses look set to become the next fast-growing AI edge device. Citi Research forecasts smart-glass shipments of ~112 million by 2030, a 105% compound annual growth rate from 2024, and market revenues of $40 billion, a 112% CAGR. We explore this technology and its potential in a new Super-Sector Analysis.

We expect Physical AI in industrial markets to accelerate in the coming years, with opportunities in the cloud and at the edge. As data are AI's fuel, we see large data-gathering physical installed bases and domain-specific know-how as key enablers (and moats) for industrial companies.