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] SME agentic AI adoption is growing at an estimated 41.3% annually through 2030. / USA 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] Enterprise knowledge work automation is the primary structural demand driver for agentic AI through 2035. evolvancemarketresearch.com
• [New] Qualcomm's AI 100 chips and NVIDIA's Jetson Orin platform enable on-device agentic reasoning for industrial inspection, predictive maintenance, and autonomous logistics orchestration, with the installed base of edge agentic AI devices projected to exceed 840 million units globally by 2030. evolvancemarketresearch.com
• [New] Organizations successfully scaling AI agents across core operations in 2026 will achieve sustainable competitive cost advantages of 18% to 34% in affected functions within three years. evolvancemarketresearch.com
• [New] By 2026, the EU AI Act will be fully operational, imposing strict requirements on high-risk AI systems. Site Title
• [New] By 2026, 75% of enterprises will have moved beyond isolated AI pilots to fully operationalized agentic systems. Site Title
• [New] The semiconductor sector will continue to offer significant opportunities for informed investors, and AMD's role in the AI revolution makes it a stock worthy of close attention in the months ahead. Alphio AI
• [New] Fastest-Growing Avatar Type: Photorealistic avatars are projected to register the fastest growth between 2026 and 2033, driven by rising enterprise demand for AI-powered conversational digital humans. Persistence Market Research
• [New] With NVIDIA HGX B300 systems and NVIDIA Spectrum-X Ethernet networking on IBM Cloud, IBM and Together AI will deliver an accelerated computing platform to help enterprises deploy open-source AI with the performance, efficiency and scale required for real-time AI services. IBM Newsroom
• [New] Under a multi-year $240M agreement between IBM and Together AI, IBM is positioned to deploy a large cluster of NVIDIA HGX B300 systems on IBM Cloud with expected availability in Q1 2027. IBM Newsroom
• [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] Domain-specific vertical agentic AI platforms represent the highest-margin growth opportunity through 2030. evolvancemarketresearch.com
• In a new note, the bank Goldman Sachs sees AI investment of $600 billion in the US in 2027, close to 2% of GDP. American Enterprise Institute - AEI
• Fastest Growing Segment: AI ASICs are the fastest-growing component type, with Omdia forecasting AI ASIC revenue to reach US$ 84.5 billion by 2030 as Google, Amazon, and Microsoft scale proprietary silicon deployments across hyperscale data centers. Persistence Market Research
• China Sets 2027 Goal for Breakthrough in Core AI Tech. Merics
• 40% of enterprise applications will ship with task-specific AI agents built in by the end of 2026, up from less than 5% a year earlier. Educational Technology and Change Journal
• On the AI side: hyperscaler capex is accelerating, AI optical demand is outrunning supply, AI application workloads are growing explosively, and the spending cycle has clear visibility into 2027 and 2028. investing.com
• The future of AI will be shaped by organizations and countries that can turn vision into capability. Cision PR Newswire
• The software segment is projected to register the fastest growth at a CAGR of 19.8% during 2026-2034, supported by increasing adoption of artificial intelligence, autonomous mission management, advanced analytics, and cloud-based satellite operations. Straits Research

Last updated: 25 August 2026