Global Scans · Artificial intelligence · Weekly Summary

• [New] The AI server growth wave is just getting started, and Dell will be a key beneficiary as enterprise sales eventually take off, driving material revenue growth. Morningstar, Inc.
• [New] Europe needs to promote innovative industries (including automotive, pharmaceuticals, clean energy, chemicals, telecoms, semiconductors and AI) that will create future employment and exports, and contribute to meeting its defence, digital and sustainability objectives. MIT OpenCourseWare
• [New] Future developments projected for 2027-2030 include fully autonomous AI agents managing in-game economies, cross-platform asset optimization, and personalized content generation that adapts to individual player preferences. yellow.com
• [New] Broadcom anticipates its AI semiconductor revenue could climb to $6.2 billion in the current quarter. Stock Market Watch
• [New] We see enterprises rapidly enabling AI by targeting app portfolios - and expect 20 to 25% of apps to be AI-enabled by the end of 2025. Default
• [New] The global semiconductor industry is projected to reach $1 trillion by 2030-2035, driven by demand in AI, 5G/6G, IoT, EVs, robotics, defence and space technologies. KPs 21st Century IAS Academy
• [New] Opportunities lie in AI and automation infrastructure (chipmakers like NVIDIA, data center REITs like Equinix), the accelerating energy transition (battery metals, grid infrastructure), and healthcare innovation (biotech, personalized medicine). BPAS
• [New] Google's AI products could help strengthen its monopoly in online search. NPR
• [New] The introduction of AI in the Indian hub will speed up the development of new drugs and optimize product design to reduce the impact on the global environment. ABITA LLC&MARKETING JAPAN
• [New] McKinsey finds that 92% of firms plan to increase AI investment over the next three years, yet only 1% feel they have scaled it. Shopify
• [New] Gartner projects that by 2027, 17% of all attacks will use AI-driven techniques and, to up the ante, that AI agents will reduce the time it takes to exploit account exposures by 50%. Palo Alto Networks
• [New] AI datacenter energy consumption is forecast to grow at a CAGR of 44.7%, reaching 146.2 Terawatt hours by 2027 with AI workloads consuming a growing portion of total datacenter electricity use. IDC: The premier global market intelligence company
• [New] Tesla's strategic shift toward robotics and AI could reshape its revenue streams from carbon credits. Carbon Credits
• [New] By 2026, over 80% of enterprises will utilize AI tools in their core operations, meaning AI will become a standard procedure in logistics as well. The Intellify -
• Industry projections estimate AI infrastructure spending to reach $6.7 trillion by 2030. Forbes
• TSMC anticipates overall revenue growth of 30% in 2025, while its AI-centric business alone is predicted to grow at an annual rate of 40% in the foreseeable future, starting from its 2024 base. Forbes
• AI could add more than $15 trillion to the global economy by 2030, including $320 billion in the Middle East, with contributions of more than 12% of GDP for Saudi Arabia and 14% for the UAE. The Washington Institute
• The semiconductor industry is poised for significant growth, with global revenue expected to reach $642 billion in 2024 and potentially one trillion by 2030, driven by trends such as electrification, digitization, and AI. Scribd

Last updated: 07 September 2025