Global Scans · Artificial Intelligence · Weekly Summary

• [New] Agentic AI and inference-heavy workloads are set to supercharge front-end networks growth, with Dell'Oro calling out nearly 40% CAGR in new opportunities. The Art of CTO
• [New] Global mobile data traffic is projected to increase from 146 EB per month in 2025 to 328 EB per month by 2031, reflecting the rapid growth of cloud workloads, AI applications, and connected devices. Persistence Market Research
• [New] AI accelerators are expected to represent the leading application segment, accounting for 32% of global glass core substrate revenue in 2026. Persistence Market Research
• [New] As Washington tightens controls on advanced AI chips and scrutinizes Chinese access to computing capacity through third countries, Thailand will need to attract investment from both sides without sacrificing access to critical technologies and global markets. Atlantic Council
• [New] Enterprise network traffic will grow by 27% annually through 2026, driven by AI workloads, video conferencing, and IoT expansion. Motadata
• [New] Only 5% of U.S. workers believe that AI will lead to more job opportunities for them in the future, while 64% expect fewer opportunities. J.P. MORGAN
• [New] Europe's trajectory is heavily shaped by GDPR enforcement and impending AI-risk regulations that heighten emphasis on data provenance and algorithmic transparency. Mordor Intelligence
• [New] Enterprises are spending $400 billion on AI platforms, apps and services this year, headed toward a trillion by 2029. IDC
• [New] By 2029, there will be a billion AI agents running inside enterprises worldwide. IDC
• [New] In 2026, AI is moving beyond simple chatbots and content generators to become an embedded, agentic collaborator that forecasts bottlenecks before they form, allocates resources with surgical precision, and writes status reports that are more accurate than human-prepared versions. Informat
• [New] Worldwide AI spending is projected to reach $2.59 trillion in 2026, a 47% year-over-year increase. Informat
• [New] The frontier - AI-agentic project management, where AI agents execute tasks and make bounded decisions autonomously - is being explored by less than 5% of enterprises but is widely expected to be the dominant paradigm by 2028. Informat
• [New] End-user spending on AI-optimized Infrastructure-as-a-Service is forecast to reach US$ 37.5 billion in 2026, with inference workloads accounting for 55% of demand, supporting continued deployment of inference-focused AI accelerators in cloud environments. MarkNtel Advisors
• [New] AI infrastructure spending is projected to total USD 1.37 trillion in 2026, highlighting that compute infrastructure has become the largest AI investment category and reinforcing long-term demand for AI chips, memory, networking, and supporting hardware. MarkNtel Advisors
• The AI segment is projected to register the fastest growth at a CAGR of 39.6% during 2026-2034, supported by rapid advancements in machine learning, predictive analytics, and autonomous decision-making systems. Straits Research
• 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
• AI ASIC revenue is forecast to reach US$ 84.5 billion by 2030, growing from a small, single-digit base in 2022. Persistence Market Research
• 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
• Asia Pacific is anticipated to be the fastest-growing region with a share of around 30.5%, as enterprises are rapidly digitalizing while governments are introducing superior cybersecurity, data protection, and AI governance regulations. Persistence Market Research
• A regional share of nearly 72.2% is expected to be held by the U.S. in 2026, as companies face increasing cyber threats, strict governance expectations, and expanding AI oversight. Persistence Market Research
• Task-specific AI agents will be embedded in 40% of enterprise applications by the end of 2026, up from under 5% in 2025. Medium

Last updated: 23 August 2026