In a survey of 24 enterprise-focused venture capitalists, most respondents indicated that enterprises plan to raise their AI spending in 2026 while concentrating budgets on a smaller set of tools and vendors. The findings suggest a shift away from broad experimentation toward products that clearly demonstrate results, with emphasis on safeguards, data foundations, and post-training optimization. This consolidation could benefit a limited number of AI providers and hurt many startups, especially those competing directly with large enterprise suppliers.

On December 24, 2025, Italy's competition authority AGCM said it issued an interim order directing Meta to suspend a WhatsApp policy that bars rival general‑purpose AI chatbots from the platform. The watchdog warns the conduct could threaten competition in Italy, and Meta also faces a parallel EU antitrust probe triggered after the company's October policy announcement.

On December 23, 2025, global investors were shifting allocations toward Chinese AI stocks as concerns grew about stretched US tech valuations. Policy support in Beijing and a pickup in listings in Hong Kong and Shanghai have drawn interest, with firms such as Alibaba, Baidu, MetaX and Moore Threads cited among the beneficiaries.

On December 16, 2025, Beijing approved China's first two passenger cars with level-three hands-off capability. According to the Ministry of Industry and Information Technology, Changan and BAIC can produce models restricted to designated zones, with limits of 50 kilometers an hour on city roads and 80 kilometers an hour on highways.