Scenarios 2027 / Stakeholder views

Stakeholder view

For technology

Technology: technology companies, digital infrastructure operators, CTOs and CISOs.

The ranked ten by relevance

Relevance is on a scale of 1 to 5. Phase A development default, derived from the loading table: each group reads two working domains; High counts 2, Medium 1, Low 0; the score is the sum plus one. The panel split replaces it from Phase B.

RelevanceScenarioFamilyExposureL2ySysNatRank
4/5Geoeconomic confrontation S01Economic and tradeControlled inputs and foreign standards4LikelyLikely4SevereSevere4SevereSevere5
4/5AI diffusion shock S13Technology and infrastructureThe shock is also the opportunity3PossiblePossible4SevereSevere4SevereSevere7
4/5Pandemic S14HealthRemote operations, health data, misinformation3PossiblePossible5CatastrophicCatastrophic5CatastrophicCatastrophic8
3/5Global financial crisis S03Economic and tradeVenture funding and data-centre financing4LikelyLikely5CatastrophicCatastrophic5CatastrophicCatastrophic1
3/5Chokepoint closure S05Geopolitical and securityData-centre power and diesel backup4LikelyLikely4SevereSevere5CatastrophicCatastrophic2
3/5Single-supplier cut-off S02Economic and trade—5Highly likelyHighly likely3SignificantSignificant4SevereSevere3
3/5Energy supply shock S09Energy, climate and resourcesData-centre power contracts4LikelyLikely4SevereSevere4SevereSevere6
2/5Legitimacy crisis S07Geopolitical and securityPlatforms, electoral systems, telecoms4LikelyLikely2ModerateModerate5CatastrophicCatastrophic4
2/5Food and water shock S11Energy, climate and resourcesForecasting, irrigation, cold chain3PossiblePossible3SignificantSignificant5CatastrophicCatastrophic9
2/5Sovereign funding crisis S04Economic and tradePayment and cloud service continuity under sanctions3PossiblePossible2ModerateModerate5CatastrophicCatastrophic10

Actions and what to watch

Drawn from each scenario's technology block and grouped by scenario. An item that appears under more than one scenario is listed once.

Actions
  • Dual-qualify suppliers
  • Segment product lines by bloc
Watch
  • Entity-list additions
  • End-user rules
Actions
  • Diversify model providers
  • Invest in domestic capability where it is strategic
Watch
  • Provider pricing and terms changes
Actions
  • Inventory bills of materials to the component level
  • Dual-source where the supplier share exceeds 50 per cent
Watch
  • Export-control notices
Actions
  • Long-term PPAs
  • On-site generation
  • Demand flexibility
Watch
  • Industrial tariff announcements
Actions
  • Election integrity programmes
  • Transparency of political advertising
  • Resilience of electoral infrastructure
Watch
  • Coordinated inauthentic behaviour