Global Scans · Demand · Weekly Summary

• In 2030 there might be a 40% global gap between water supply and demand. Straits Research
• Management expects demand from AI labs to represent about a quarter of its business in 2027, while the Vera Rubin platform is expected to account for around one-fifth of Data Center revenue in the current quarter. investing.com
• German participation in FCAS and rising hybrid-electric R&D under the LuFo programme will compound demand. Persistence Market Research
• Today, NHS bosses have warned of chaos in ADHD and autism care as costs spiral and unregulated private providers capitalise on the huge demand for help. BBC
• NVIDIA's phenomenal Q2 results have helped remove a key uncertainty about the durability of AI infrastructure demand, potentially supporting a more risk-on environment. Seeking Alpha
• The BIS expects debt pressure to continue beyond 2031 as ageing populations increase pension and healthcare costs while governments demand more money for infrastructure, renewable energy, and defence. Armstrong Economics
• With demand for electricity expected to increase by 50% by 2035 and double by 2050, it's clear 2030 is only the beginning of an electrification explosion. AtkinsRealis
• AI demand will outpace supply through 2027. tradingkey.com
• Domestic data center power demand could reach 66 GW by 2027. Crypto Briefing
• Demand for cybersecurity will increase exponentially over the next five to 10 years. investing.com
• By 2030, Singapore will hire 1,800 more infant care educators to meet the expected rising demand for infant care as services become more affordable for families. The Straits Times
• Industry demand is increasingly influenced by the automotive sector's transition to electric vehicles, which are expected to constitute nearly 30% of all vehicle sales globally by 2030. 6wresearch
• AI-powered data centers are becoming significant consumers of electricity and water, with demand expected to increase substantially by 2030. GCC BUSINESS WATCH
• Investors will focus on forward data center demand, gross margins and whether management sees AI infrastructure spending remaining durable into 2027. Kiplinger
• As high fuel costs accelerate global electrification, demand for critical minerals such as copper and lithium will benefit major producers including Chile and Peru in the long term. Insurance Journal
• With Chile and Peru jointly supplying 40% + of global copper, and copper demand projected to increase 50% by 2050 driven by AI, EV, and grid infrastructure, production stability is a systemic variable for the global energy transition (World Economic Forum Report, 2026). CES Intelligence
• Singapore will hire 1,800 more infant care educators by 2030 to meet rising demand as infant care becomes more affordable and accessible for families. The Straits Times
• Continued AI infrastructure deployments, higher memory content per AI server, and sustained demand for high-bandwidth memory will support memory revenue growth through 2027 and beyond. Network World
• Continued investments in advanced battery technologies are expected to help Japan preserve its technological position while supporting demand from electric vehicles and other high-performance applications. Persistence Market Research
• The fleet owners segment is projected to register the fastest growth at a CAGR of 8.21% during 2026-2034, supported by increasing demand from rental companies, tourism operators, recreational vehicle fleets, and businesses offering flexible travel and accommodation services. Straits Research
• The kind of increasingly frequent heatwaves we have experienced and greatly reduced rainfall that we could see over successive summers with climate change, plus a projected increase in demand for water, have raised the prospect that England could at some point run out of water. BBC News
• Memory demand is outpacing supply, with HBM and DRAM prices likely to remain elevated through at least 2027 as AI infrastructure expands. Seeking Alpha

Last updated: 01 November 2026