Global Scans · Industry, Innovation and Infrastructure · Weekly Summary

In September 2015, 193 world leaders agreed to 17 Global Goals for Sustainable Development. If these Goals are completed, it would mean an end to extreme poverty, inequality and climate change by 2030.
Goal 9: Build resilient infrastructure, promote inclusive and sustainable industrialization and foster innovation.

• [New] AI demand, M&A-friendly policy and investments in innovation could drive growth in Europe's technology and telecommunications sectors. Morgan Stanley
• [New] Cloud giants spent $130 billion on AI infrastructure in 2023, rising to $225 billion in 2024, and are projected to exceed $375 billion in 2025. Wealth DFM
• [New] Analysts forecast combined AI infrastructure spending of $402 billion in 2026, up from $350 billion in 2025. Chandravanshi Inc #
• [New] For the EV industry, the next few years will be crucial as companies try to scale production, cut costs, and win consumer trust. SFC Today
• [New] Singapore's high concentration of data centers and cloud infrastructure is often exploited as a launch pad for cyber attacks by overseas threat actors. ST
• [New] A coalition of United States intelligence agencies has publicly disclosed a growing threat from China's state-sponsored cyber operations, characterized by increasingly aggressive and sophisticated attacks against critical infrastructure worldwide. archyde
• [New] In 2024, in a message to the Federal Assembly, President Vladimir Putin set an ambitious task: by 2030, Russia should become one of the 25 leading countries in terms of the number of industrial robots. TAdviser.ru
• [New] Further investment in innovation, harmonized policy frameworks, and circular business models will make circular plastics and chemical recycling central pillars in the global pursuit of a low-carbon, resource-efficient, and waste-free world until 2034 and beyond. Emergen Research
• [New] In the ensuing years, the Asia Pacific will be the growth hotbed for circular plastics markets driven by policy innovation, multinational partnerships, and second-generation recycling technologies. Emergen Research
• [New] As Melbourne continues to invest in accessible infrastructure, mobility vans will play a key role in ensuring equal opportunities for all residents. Charter Care Transport - Your Care is our Priority
• [New] For New Zealand enterprises embarking on AI transformation, the combination of robust computing infrastructure, comprehensive security frameworks, and ongoing vigilance creates a foundation for secure AI innovation that can drive business success whilst protecting against emerging threats. HP Online Store
• [New] French and German stakeholders will set a focus on quantum applications and quantum software to jointly develop industrial use-cases for quantum computing. elysee.fr
• [New] In the long term, NATO must plan for increased submarine and surface warfare capabilities, logistics, and infrastructure investments-covering ports, command and control systems, and industrial bases. Hudson Institute
• [New] A prolonged downturn or slow recovery in the Chinese semiconductor industry or economy generally could materially and adversely affect Arm. SoftBank Group Corp.
• [New] As defence agencies worldwide prioritize modernization and innovation, the demand for nanosensors in defence and military applications is expected to continue rising steadily. Precedence Research
• [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
• Industry projections estimate AI infrastructure spending to reach $6.7 trillion by 2030. Forbes
• 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
• The EMA will drive significant economic opportunities, including new start-ups, international partnerships and inward investment to the UAE space sector, creating new commercial opportunities to accelerate the growth of innovation and advanced technology companies in the UAE. Government of Dubai Media Office
• Dramatic reductions in industrial CO2 emissions will be needed to achieve net-zero emissions from the energy sector by 2050. MIT Climate Portal
• CIOs and CTOs should plan on quantum becoming a mainstream part of their infrastructure in the early to mid-2030s, with the organizations that prepare now standing to benefit first. EM360Tech
• The European Union has set a 2026 deadline for organizations to begin transitioning to PQC and a 2030 deadline for completion across critical infrastructure. EM360Tech

Last updated: 07 September 2025