Blockchain Barely Gets a Mention as AI Dominates CES 2026 Trend Predictions

CES 2026 has confirmed artificial intelligence as the defining technology trend, overshadowing other innovations like blockchain. The 2020s, according to futurist Brian Comiskey, are marked by 'intelligent transformation,' driven by AI's growing capabilities. This shift is evident in the limited mention of blockchain during key CES 2026 trend discussions.

The focus on AI at CES reflects broader market dynamics, where companies are increasingly prioritizing real-time data processing, automation, and predictive analytics. These technologies are being applied across sectors, from energy grid optimization to autonomous vehicle development. The Consumer Technology Association projects U.S. consumer tech industry revenue to hit $565 billion in 2026, underscoring the market's appetite for AI-driven solutions.

At the same time, blockchain remains a niche topic. While it was briefly referenced as a tool for 'unhackable security,' it did not receive the same level of discussion or investment focus as AI. This disparity highlights a broader industry pivot where AI is seen as a more immediate and scalable solution for enterprise and consumer applications.

Why Did AI Dominate CES 2026?

AI's dominance is driven by its ability to deliver tangible benefits in operations and efficiency. In the energy sector, for instance, AI is being used to optimize smart grids and enhance predictive maintenance for renewable energy systems. A 2025 report forecasts the AI in energy and power market will reach $40.68 billion by 2034, growing at a 22.8% compound annual rate.

This growth is supported by strategic partnerships and technological advancements. Companies like Palantir, Microsoft, and Siemens are integrating AI into core business operations, enabling real-time decision-making and autonomous systems. Palantir, for example, secured a $10 billion, 10-year contract with the U.S. Army, cementing its role as a leader in 'Agentic AI'—systems that execute complex business logic beyond just generating text.

How Did Markets Respond to AI's Rise?

The market reaction to AI's growth has been robust. Palantir Technologies (NYSE: PLTR) saw its stock price surge by over 150% in 2025, with a market capitalization reaching $424 billion. This reflects investor confidence in AI-driven platforms that deliver scalable, mission-critical solutions. Palantir's Rule of 40 score—measuring growth and profitability—hit 114%, outperforming most large-cap tech companies.

Conversely, companies that failed to pivot to AI-centric models have seen their market positions erode. C3.ai (NYSE: AI), once considered a primary rival to Palantir, struggled to match its competitor's execution and flexibility. By early 2026, C3.ai had lowered its revenue guidance, reflecting the competitive pressures from more adaptable platforms.

What Are Analysts Watching Next?

Analysts are now focused on how AI will continue to reshape the enterprise and consumer technology landscape. One key area is the expansion of AI into industrial-grade solutions. Palantir's 'Warp Speed' manufacturing operating system is one such development, aiming to become the backbone of U.S. reindustrialization. Analysts predict 2026 revenue for Palantir could reach $5.5 billion to $6 billion as AI adoption moves from pilot programs to full-scale production.

Regulatory developments are also under scrutiny. In the U.S., the Department of Government Efficiency (DOGE) is using AI to automate administrative roles, with Palantir rumored to be a primary vendor. Meanwhile, the EU AI Act, which becomes fully applicable in August 2026, will require firms to ensure data compliance. Palantir's architecture, which tracks data provenance and enforces granular permissions, is seen as well-positioned for this regulatory environment.

Investors are also watching the balance between AI's potential and its valuation risks. Palantir's stock trades at a forward Price-to-Sales ratio often exceeding 100x, leaving little room for error. Any deceleration in growth or a slowdown in AI adoption could trigger volatility. However, the company's integration into both defense and commercial sectors suggests its trajectory is more than speculative. According to analysis, the company's strategic positioning across critical sectors provides a strong foundation for sustained growth.