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] Goldman Sachs estimates cumulative AI capital expenditure from 2026 to 2031 will reach approximately $7.6 trillion across compute, data centers, and power infrastructure, as cited by Anthropic president Daniela Amodei at Bloomberg Tech. Build Fast with AI
• [New] $55 Billion AI Infrastructure Expansion: Alibaba plans to invest $55 billion in AI data centers and cloud infrastructure between FY2026 and FY2028. Bingx Exchange
• [New] The memory supercycle is expected to continue through at least 2028 based on current capacity allocations and projections for AI infrastructure demand. gHacks
• [New] CCS Insight has not specified when memory prices might return to typical levels seen in consumer devices, but ongoing growth in AI infrastructure suggests that relief in prices is unlikely in the near term. gHacks
• [New] GPU infrastructure is projected to grow from $10 billion in 2025 to $77 billion by 2035. TechFlow
• [New] The European Union Agency for Cybersecurity Threat Landscape Report identifies ransomware as one of the most significant cyber threats facing organizations worldwide, particularly targeting critical infrastructure, healthcare, and supply chains. fortinet
• [New] The UK's Jet Zero Strategy outlines how sustainable aviation fuels, new tech, and infrastructure will decarbonise aviation by 2050. Innovation News Network
• [New] Southeast Asia's EV adoption programs across Thailand, Indonesia, and Vietnam are generating comparable opportunities, with governments actively soliciting foreign direct investment in domestic battery recycling infrastructure as a strategic industrial development priority. IMARC Group
• [New] AI infrastructure and solutions will continue to define telecom M&A for the next several years. PwC
• [New] The long-term outlook: 59% of professionals expect AI and automation to be the single most critical factor in industry growth over the next five years, outpacing media relations and traditional strategic planning. Sprout Social
• [New] The U.S. is being held back by vulnerabilities like fragile supply chains for generic drugs and the lack of a cutting-edge biotech infrastructure. MM+M - Medical Marketing and Media
• [New] To fully exploit the potential of an emerging AI revolution, America is going to need an energy revolution to power digital infrastructure, especially data centers. American Enterprise Institute - AEI
• [New] Vietnam needs $160 billion in infrastructure investment by 2030. Fortune
• [New] By the time any hypothetical global pause mechanism could be designed, debated, agreed, and implemented, the infrastructure committed to AI may already be large enough to make the economic cost of pausing politically unacceptable. Build Fast with AI
• [New] Supply chain disruptions and damage to regional oil and gas infrastructure have reinforced expectations for tighter supply and higher-for-longer commodity prices, supporting continued investment in North American drilling, infrastructure expansion, and strategic resource consolidation. PwC
• [New] LEO constellations are one of the most critical and cutting edge components of digital infrastructure and without immediate strategic reforms, the United States risks losing its lead to China. Center for Strategic and International Studies
• [New] The humanization trend presents a significant growth opportunity for manufacturers, enabling differentiation through innovation, quality, and a deeper connection with pet owners across Europe. Persistence Market Research
• [New] Oslo Science City wants to help enable and improve innovation opportunities by creating an arena for leading researchers and highly motivated students to interact with dynamic business incubators and disruptive companies. sensordecade.com
• [New] China's space industry is narrowing the innovation gap with the US, warning that if the US does not take decisive action soon, China will claim the top spot in the global space economy. ThinkChina - Big Reads, Opinions & Columns on China

Last updated: 21 June 2026