Global Scans · Intelligence · Weekly Summary

WHAT'S NEXT?: There will be an increased demand for software and services that deliver intelligence, personalization, and specialization. Artificial intelligence could become a $15+ bn opportunity by 2025. Combining human and machine cognition for engagement decisions could yield the precision and reliability of automation without sacrificing the robustness and flexibility that humans bring. The first effect of machine intelligence will be to lower the cost of goods and services that rely on prediction.

• [New] OpenAI, Anthropic, Google and Microsoft are among the AI builders warning about increasingly capable AI attacks, while security heavyweights including Cloudflare, CrowdStrike, Fortinet, and Palo Alto Networks have also signed on. theregister
• [New] AI infrastructure spending is projected to reach $450 billion in 2026, with inference workloads accounting for over 70% of AI compute demand. ODG Electronics
• [New] Annual revenue from chips deployed in AI data centers is projected to exceed $1.2 trillion by 2028. ODG Electronics
• [New] Competition from Chinese AI models: If the US stops short of banning Chinese models, their cost leadership could increase margin pressure on US providers. DJE Kapital AG
• [New] Generative AI chips alone are expected to approach 00 billion in revenue in 2026, or roughly half of global chip sales according to Deloitte research. Alphio AI
• [New] At the same time, security and privacy of data ranks, again, as finance leaders' top priority to address over 2027, underscoring the importance of trusted data governance as AI becomes more embedded in finance operations. CPA Practice Advisor
• [New] Signaling & Telecommunication is the fastest-growing component at 9.1% CAGR through 2033, powered by CBTC deployments, cybersecurity regulations, and AI-enabled predictive maintenance platforms. Persistence Market Research
• [New] The economic fallout is immediate and severe: projections indicate that the global financial ramifications of AI-enabled fraud will reach $58.3 billion by 2030, marking a 153% surge from 2025 baselines. Society for Computers & Law
• [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] Generation Alpha, aged 10 to 22 in 2035, is the first to grow up with AI as an everyday companion. WhatTheyThink
• [New] The fastest-growing segment, Educational Devices & Software, is projected to achieve a CAGR of 8.5% from 2026 to 2032, driven by a rising emphasis on digital learning and adaptive education solutions that effectively cater to visually impaired students. 6wresearch
• [New] 86% of companies anticipate an increase in their AI budgets in 2026. TashiOS
• [New] Gartner predicts global AI spending to reach $2.59 trillion for the year 2026, a 47% increase from the previous year. Sphinx WorldBiz Limited
• [New] In 2026, AI infrastructure spending is projected to reach $450 billion, with inference workloads accounting for over 70% of AI compute demand - marking a structural shift from training-dominated to inference-driven AI. ODG Electronics
• Security operations center (SOC) teams and threat intelligence analysts get to see how China -, Russia -, DPRK -, and Iran-aligned actors operate day to day, from AI-assisted exploit development to C & C hidden inside trusted cloud services and blockchains. TrendAI
• The first half of 2026 marked the first time TrendAI research teams documented China-aligned threat actors Earth Krahang, Earth Naga (associated with Flax Typhoon), and an unidentified actor actively integrating generative AI into multiple stages of the attack lifecycle. TrendAI
• Gartner expects a large share of agentic AI projects to be scrapped before 2027, and unclear ownership is a quiet driver: nobody wants to sign for a system whose failure modes were never defined. Finzarc
• AI demand will outpace supply through 2027. tradingkey.com
• The RIMC meeting in 2026 will focus on agentic AI systems which do not simply act as passive chatbots waiting for inputs but instead function as active agents capable of making autonomous decisions in order to solve complex tasks. News Powered by Cision
• OpenAI published an open letter on Thursday, joined by over 100 organizations, warning that the window to shore up cyber defences was quickly closing as AI-enabled attacks become more sophisticated and widespread. Business Insider
• Despite some optimism that the AI boom will chug on in perpetuity, many industry insiders are feeling wary about high valuations in tech, and are taking steps to cut risk, diversify, and in some cases, build an exit plan in case AI ends up disappointing. Business Insider
• Memory demand is outpacing supply, with HBM and DRAM prices likely to remain elevated through at least 2027 as AI infrastructure expands. Seeking Alpha

Last updated: 15 September 2026