Our Scans · AI / 2030s · Weekly Summary

• [New] China expects to fully integrate AI into its education system and significantly boost both the scale and quality of AI talent training by 2030. chinadailyhk
• [New] Advertising, enabled by AI, will grow rapidly, topping $1.4 trillion by 2030, as marketers seek to meet consumers where they are accessing content and making retail decisions. PwC
• [New] The AI and employment future is net-positive in aggregate (78M net new jobs by 2030 per WEF) but distributionally uneven. Ariel Software Solutions
• [New] By 2030, 70% of large organizations will adopt AI based supply chain forecasting to predict future demand. Tommaso Maria Ricci
• [New] The global AI build-out will cost $7 trillion over the next four years, with the four largest hyperscalers having already spent more than $400 billion on infrastructure last year alone. Insurance Journal
• [New] Energy used to power artificial intelligence could jump to 3% of global electricity demand by 2030, guzzling as much water as the 1.3 billion people in sub-Saharan Africa consume in one year to meet their domestic water needs. Live Science
• [New] As AI-driven journey planning, unified ticketing systems, shared electric fleets, and smart city projects continue to expand, MaaS is emerging as a cost-effective and sustainable alternative to traditional transportation models, creating significant growth opportunities through 2035. Precedence Research
• [New] Goldman Sachs expects agent AI to drive a 24 x increase in token consumption by 2030 - to 120 trillion tokens per month. HTX
• [New] By 2030, AI systems match the performance of an average human across the majority of cognitive tasks, can automate most tasks that a remote human worker could perform, and drive major scientific advances. GOV.UK
• [New] AI is reshaping work: the WEF projects ~170M new jobs and ~92M displaced by 2030 (net +78M), with a ~56% wage premium for AI-skilled workers. Unico Connect
• [New] By 2030, the data centers powering AI are projected to consume 945 terawatt-hours of electricity. - JURIST - News
• [New] The potential for cost savings is equally compelling, with analysts at Precedence Research estimating AI could reduce insurers' operational costs by up to 40% by 2030. BriefGlance
• [New] By Forrester's estimation, AI will slash customer service jobs in half by 2030. CX Dive
• High volatility tied to AI hype and its 2026-2030 outlook hinges on real-world adoption, tokenomics and staking dynamics, regulatory and security risk management, competition from centralized cloud providers, and traction on DEXs. CryptoRank
• AI-related water consumption could equal the basic annual domestic needs of 1.3 billion people by the end of the decade, while its land footprint may exceed 14,500 square kilometers - roughly twice the size of the Jakarta metropolitan area. UN News
• 40% of enterprise applications will feature task-specific AI agents by the end of 2026, up from less than 5% in 2025, and that agentic AI could drive around 30% of enterprise application software revenue, more than $450 billion, by 2035. Institutional Business Press
• Worldwide AI investment will increase from $340 billion in 2025 to $3 trillion by 2035. Forbes
• Agentic AI could drive a 24-fold increase in token consumption by 2030 as consumers and enterprises. Fortune

Last updated: 24 June 2026