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] In a new note, the bank Goldman Sachs sees AI investment of $600 billion in the US in 2027, close to 2% of GDP. American Enterprise Institute - AEI
• [New] Fastest Growing Segment: AI ASICs are the fastest-growing component type, with Omdia forecasting AI ASIC revenue to reach US$ 84.5 billion by 2030 as Google, Amazon, and Microsoft scale proprietary silicon deployments across hyperscale data centers. Persistence Market Research
• [New] China Sets 2027 Goal for Breakthrough in Core AI Tech. Merics
• [New] 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
• [New] 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
• [New] The future of AI will be shaped by organizations and countries that can turn vision into capability. Cision PR Newswire
• [New] 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
• [New] AI literacy is an increasingly important aspect of MOE's broader EdTech Masterplan 2030, which lays out plans to tap education technology to complement teaching. ST
• [New] The commercial segment is projected to register the fastest growth at a CAGR of 20.3% during 2026-2034, supported by increasing investments from private aerospace companies and growing demand for satellite-based communication and geospatial intelligence services. Straits Research
• [New] As researchers seek to expand the clinical potential of BCIs, a new review argues that treating cognitive disorders will require fundamentally different approaches than the current BCI motor applications. Mirage News
• [New] AI-optimized servers will hit 258 TWh in 2027, out-consuming conventional servers for the first time in history per Gartner data cited by AboutChromebooks. AI Business Weekly
• [New] Taiwan's revision of second-quarter GDP statistics on Friday will likely confirm that growth remained red-hot owing to continuing demand for AI-related chips. financialpost
• [New] Global AI carbon footprint is projected to reach 1.8-2.5% of global electricity emissions by 2030. AI Business Weekly
• [New] AI will displace jobs in China much faster than it creates them, straining employment, wages and the social security system. Merics
• [New] The US healthcare IT sector is projected to exceed US$ 390 billion by 2030, driven by AI-powered diagnostics, electronic health record consolidation, and precision medicine platforms. Persistence Market Research
• [New] Trigent AXLR8 Labs translates AI potential into real results with its HALO Assets, ArkOS AI Workbench, and Expert AI teams. TechBullion
• [New] As AI inference workloads become dominant in 2027, the GCC's low-latency connectivity to Europe, Asia, and Africa will become increasingly valuable. Data Centre Technology ConFex GCC 2026
• [New] Cooling systems alone will consume 195 TWh of electricity in 2026, a 22.6% increase from 2025, driven by denser AI racks requiring more aggressive thermal management. AI Business Weekly
• [New] The IBM stock plummet serves as a stark reminder that in the age of AI, no company - no matter how established - is immune to disruption. AlphaMatch
• [New] Investors are increasingly worried that artificial intelligence could fundamentally reshape IBM's traditional business model. AlphaMatch
• [New] If medical BCI is utilized to manipulate personal consciousness, it may fall under the category of AI systems with unacceptable risks. PubMed Central (PMC)
• [New] Based on the provisions of the AIA regarding AI systems of risk levels, medical BCI is likely to be classified as high-risk AI. PubMed Central (PMC)
• [New] The EU has adopted a risk-based regulatory approach for AI, which categorizes AI systems into unacceptable risk AI, high-risk AI, limited-risk AI, and low-risk AI. PubMed Central (PMC)

Last updated: 11 August 2026