Global Scans · Artificial Intelligence · Weekly Summary

• [New] Together with several additional frontier markets currently under development, Firebird is targeting two gigawatts of AI infrastructure capacity by the end of 2028, establishing itself as one of the world's fastest-growing AI infrastructure networks. Cision PR Newswire
• [New] NVIDIA's investment will accelerate Firebird's expansion of AI infrastructure across emerging markets. Cision PR Newswire
• [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] All primary, secondary and JC teachers in Singapore must complete three compulsory AI training modules by 2027 to understand AI fundamentals, ethical use, and its impact on learning. ST
• [New] In a new note, the bank Goldman Sachs sees AI investment of $600 billion in the US in 2027, close to 2% of GDP. American Enterprise Institute - AEI
• [New] AI-optimized servers alone consume 175 TWh in 2026, up from 95 TWh in 2025, and are projected to reach 258 TWh in 2027 - out-consuming conventional servers for the first time in history. AI Business Weekly
• [New] The Big Five will spend more on AI infrastructure in 2026 than the GDP of Switzerland per Axis Intelligence. AI Business Weekly
• [New] Fastest Growing Segment: AI ASICs are the fastest-growing component type, with Omdia forecasting AI ASIC revenue to reach US$ 84.5 billion by 2030 as Google, Amazon, and Microsoft scale proprietary silicon deployments across hyperscale data centers. Persistence Market Research
• [New] 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
• [New] The Trump administration has been moving to address cyber risks posed by AI with a recently completed framework for voluntary safety tests of cutting edge models. Insurance Journal
• [New] OpenAI and Anthropic agreed to delay the release of new AI products over cybersecurity concerns and fear that their models could be used to hack into financial systems or otherwise create harm. The Guardian
• [New] China Sets 2027 Goal for Breakthrough in Core AI Tech. Merics
• [New] AI will displace jobs in China much faster than it creates them, straining employment, wages and the social security system. 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] Investors are pouring billions of dollars into AI-related opportunities, from chipmakers and cloud computing companies to highly anticipated listings involving firms such as OpenAI, Anthropic and SpaceX. Khaleej Times
• [New] The AI Plus national strategy (AI +) envisions robots as one of the intelligent terminals diffusing AI throughout China's economy. Merics
• [New] In 2026, companies will use AI not simply to automate repetitive jobs but also to protect cybersecurity, improve consumer experiences, make better decisions, and generate new revenue streams. -
• [New] There is execution risk around data center capacity, power availability, chip supply, OpenAI-related economics, enterprise AI adoption, and competitive pressure from Amazon, Google, Anthropic, Meta, and open-source models. investing.com
• [New] Service organizations expect AI to handle 50% of customer service cases by 2027, reflecting growing confidence in generative AI, automation, and intelligent customer service technologies. Offshore 24/7
• AI inference, the everyday running of models, is expected to overtake training as the main workload around 2027. Thunderbird Products
• PwC's survey of global manufacturing leaders shows AI, automation, and advanced technologies moving rapidly from experimentation to scale, with tech enablement and automation set to more than double by 2030. PwC
• Amazon, Microsoft, Google and Meta are expected to spend more than $700bn on AI infrastructure in 2026, while Britain is competing to attract new data centers and computing capacity. City AM
• Blockbuster results from Microsoft Corp. helped lift investor expectations that the buildout of AI infrastructure and related productivity gains will keep pushing stocks higher. financialpost

Last updated: 10 August 2026