Hospitality — Hospitality Sector Faces Mounting Challenges from AI, Demand Changes, and European Investment

Hospitality · 2026-04-11

TODAY'S SIGNAL — The hospitality industry is entering a stress-testing phase on multiple fronts simultaneously. The most structurally significant development is the fragmentation of AI infrastructure across Amazon, Meta, and Google, which forces hotel companies to manage distribution and guest engagement across incompatible ecosystems — a complexity tax that will disproportionately burden smaller…