Our Scans · (LF.8) Decent Work and Growth · Weekly Summary

• [New] Tesla is poised for massive growth with potential sales of over 1 million units, robot taxis, and $50 billion in adjusted IBA by 2026, driven by innovative products and sustainable abundance. Digital Habitats
• [New] Tesla is poised to hit a point of no return with potential massive growth in robo-taxis, Cybertruck production, and energy business, targeting $50 billion in adjusted EBITDA by 2026. Digital Habitats
• [New] PayPal has confirmed a £150 million investment in product innovations and growth and Bank of America will create up to 1,000 new jobs in Belfast in its first operation in Northern Ireland. This is Wiltshire
• [New] India's GDP growth has rebounded strongly in Q1, and the reforms - budget tax cuts, rate cuts by the MPC and GST rationalization have the potential to sustain the growth momentum. Economic Times
• [New] The defence sector in India is shaping up as a strong long-term growth story, backed by rising domestic demand, import substitution, and expanding export opportunities. Economic Times
• [New] Tech-driven productivity gains are projected to contribute 25% of global GDP growth by 2030, with the U.S. likely dominating semiconductors and AI, while China's 5G scale and execution speed remain critical factors. Ainvest
• [New] Portugal's national ambition - to triple productivity growth by 2030 through generative AI - is bold but concrete: it will mean retraining about 1.3 million workers and investing heavily in change management. Nucamp Bootcamp
• [New] While precise 2024-2025 financial metrics remain undisclosed, Microsoft's strategic alignment with AI and cloud trends suggests robust growth potential. Ainvest
• [New] Global liquid fuels consumption growth is driven almost entirely by non-OECD countries, which together grow by 1.0 million b/d in 2025 and 1.1 million b/d in 2026, while OECD consumption decreases by 0.1 million b/d in 2025 and grows by 0.2 million b/d 2026. EIA - Energy Information Administration
• [New] Countries outside of OPEC + will increase total liquid fuels production growth by 1.7 million b/d in 2025 and by 0.6 million b/d in 2026, most of the overall growth. EIA - Energy Information Administration
• [New] Electricity demand is projected to maintain strong growth over the outlook period, rising by an average annual rate of 2.3% in 2025 and 2.2% in 2026. IEA
• [New] Global electricity demand is forecast to increase by an average annual 3.3% in 2025 and by 3.7% in 2026, a moderation from 4.4% in 2024 but still some of the highest growth rates observed over the last decade. IEA
• [New] The UK FinTech industry is expected to experience revenue growth of 32.3% in 2024-2025, highlighting its robust expansion and significance in the financial sector. Elizabeth Michael
• [New] The approval of new ETFs and the expansion of institutional-grade infrastructure are expected to provide further tailwinds for growth, but long-term stability will likely depend on the establishment of consistent and transparent global standards. Ainvest
• [New] Analysts warn of persistent volatility despite growth tailwinds, emphasizing need for global regulatory consistency for long-term stability. Ainvest
• [New] Global student mobility is expanding, fueled by demand for English-language programs, work-experience visas, and cultural exchange opportunities. Ainvest
• [New] South Africa stands out as one of Africa's fastest-growing digital markets, with a digital commerce penetration rate of 73% and an expected annual growth rate of 18% through 2027. FinExtra
• [New] By working together, ministries and partners aim to unlock the potential of Nigeria's young population and achieve long-term national growth. WHO | Regional Office for Africa
• [New] The next generation of global growth will be driven by sustainable, inclusive innovation, rooted in local leadership and commercially viable solutions to the world's most urgent challenges. 500 Global
• AI could add $4.4 trillion in productivity growth from corporate use cases alone, a figure that validates the scale of the opportunity. Ainvest
• Asia's AI hiring growth (94.2% in 2025) outpaces North America's (88.9%), creating opportunities for Bitmine to expand its global footprint. Ainvest
• If Tesla meets its targets, the pay package could justify its unprecedented scale, rewarding shareholders with exponential growth in AI and robotics markets. Ainvest

Last updated: 15 September 2025