Brazil study forecasts 40% of autonomous AI projects to be cancelled by 2027

A consultancy cited by Veja predicts that more than 40% of autonomous AI agent initiatives will be scrapped by the end of 2027, mainly because of rising costs, unclear business returns and insufficient risk controls. The analysis notes that many projects remain experimental proofs of concept and suffer from “agent washing,” where simple automations are rebranded as agents. Guidance, a Brazilian data‑and‑AI firm, has responded with a decision‑centric methodology that ties AI deployment to measurable revenue or cost‑saving outcomes before scaling.

Separately, analysts observing AI‑related equities report that shares in the sector have risen 111% in U.S. dollars since early 2026, yet valuation multiples have fallen. Profit forecasts for these companies have been upgraded by more than 160%, meaning earnings growth has outpaced price gains. Analysts argue the market lacks classic bubble signs such as excessive leverage, and they point to supply‑demand imbalances in hardware and semiconductor inputs that are driving cost pressures. The shift in AI stock dynamics contrasts with the dot‑com era, suggesting a more earnings‑backed appreciation rather than speculative excess.