Global Scans · Artificial Intelligence · Weekly Summary

• [New] Insights reveal a resurgence in AI budget growth for 2027, following a more cautious approach in the previous year, signalling that firms are preparing to scale deployments across proven, high-value AI use cases. Default
• [New] In the 2026 Thales Data Threat Report, 70% of organizations rank AI as top data security risk and 48% have experienced reputational damage as a result of AI-generated misinformation. Thales Cloud Security Products
• [New] Annual revenue from chips deployed in AI data centers is projected to exceed $1.2 trillion by 2028. ODG Electronics
• [New] The average large enterprise will operate more than forty distinct AI agents across its business operations by 2028, creating an entirely new category of enterprise IT infrastructure management. evolvancemarketresearch.com
• [New] 60% to 70% of current enterprise knowledge work tasks are technically automatable using AI agents deployable in 2026, representing a labour cost substitution opportunity of USD 4.4 trillion annually. evolvancemarketresearch.com
• [New] Nearly all organizations plan to use AI agents, and more than two-thirds expect to deploy them within the next two years. PERSpective
• [New] By 2030, AI agents are projected to be responsible for 15-25% of all US e-commerce purchases. J.P. MORGAN
• [New] Continuous innovation in AI-integrated robotics, machine vision, and collaborative automation is expected to sustain Japan's leadership in industrial robotics technology and adoption. Persistence Market Research
• [New] Increasing adoption of AI-enabled robotics and smart factory technologies is expected to sustain regional leadership through 2033. Persistence Market Research
• [New] In 2026, agentic AI will become a cornerstone of industrial innovation, transforming operations in both Life Sciences and Food & Beverage manufacturing. The Manufacturer
• [New] China will likely have machines ready to produce what its AI models need by 2030, the target date Beijing has set to close the advanced chip gap. The Intercept
• [New] Capital expenditures at the five largest cloud and artificial intelligence infrastructure companies are expected to exceed $690 billion in 2026, with consensus estimates for 2027 approaching $870 billion. Focus Partners | Advisor Solutions
• [New] Agentic AI and inference-heavy workloads are set to supercharge front-end networks growth, with Dell'Oro calling out nearly 40% CAGR in new opportunities. The Art of CTO
• [New] Global mobile data traffic is projected to increase from 146 EB per month in 2025 to 328 EB per month by 2031, reflecting the rapid growth of cloud workloads, AI applications, and connected devices. Persistence Market Research
• [New] AI accelerators are expected to represent the leading application segment, accounting for 32% of global glass core substrate revenue in 2026. Persistence Market Research
• [New] As Washington tightens controls on advanced AI chips and scrutinizes Chinese access to computing capacity through third countries, Thailand will need to attract investment from both sides without sacrificing access to critical technologies and global markets. Atlantic Council
• [New] Enterprise network traffic will grow by 27% annually through 2026, driven by AI workloads, video conferencing, and IoT expansion. Motadata
• [New] Only 5% of U.S. workers believe that AI will lead to more job opportunities for them in the future, while 64% expect fewer opportunities. J.P. MORGAN
• [New] Europe's trajectory is heavily shaped by GDPR enforcement and impending AI-risk regulations that heighten emphasis on data provenance and algorithmic transparency. Mordor Intelligence

Last updated: 30 August 2026