Global Scans · Artificial intelligence · Weekly Summary

• [New] Agentic AI and inference-heavy workloads are set to supercharge front-end networks growth, with Dell'Oro calling out nearly 40% CAGR in new opportunities. The Art of CTO
• [New] Global mobile data traffic is projected to increase from 146 EB per month in 2025 to 328 EB per month by 2031, reflecting the rapid growth of cloud workloads, AI applications, and connected devices. Persistence Market Research
• [New] Key Opportunity: The growing convergence of AI-powered EDR, XDR, and managed security services across cloud, hybrid, and industry-specific environments presents a significant opportunity to deliver unified, automated, and proactive cyber threat protection worldwide. Persistence Market Research
• [New] Fabrication capacity is expected to grow at a CAGR of 7% by 2030, primarily driven by the demand for AI. PwC
• [New] AI accelerators are expected to represent the leading application segment, accounting for 32% of global glass core substrate revenue in 2026. Persistence Market Research
• [New] The official agenda will address issues directly connected to Thailand's growth prospects over the next decade, including global growth and financial stability, development finance, private-capital mobilization, digitalization and AI, jobs, and sustainable development. Atlantic Council
• [New] As global AI capital expenditure by leading technology firms continues to escalate through the forecast period, companies with AI-optimized fiber portfolios will command premium pricing and preferred-supplier relationships with the world's most creditworthy buyers. Persistence Market Research
• [New] Enterprises are spending $400 billion on AI platforms, apps and services this year, headed toward a trillion by 2029. IDC
• [New] By 2029, there will be a billion AI agents running inside enterprises worldwide. IDC
• [New] The challenge for technology and service providers is not simply understanding where AI is advancing but how it will reshape the economics of their markets. Silicon Republic
• [New] The frontier - AI-agentic project management, where AI agents execute tasks and make bounded decisions autonomously - is being explored by less than 5% of enterprises but is widely expected to be the dominant paradigm by 2028. Informat
• [New] Worldwide AI spending is projected to reach $2.59 trillion in 2026, a 47% year-over-year increase. Informat
• [New] AI infrastructure spending is projected to total USD 1.37 trillion in 2026, highlighting that compute infrastructure has become the largest AI investment category and reinforcing long-term demand for AI chips, memory, networking, and supporting hardware. MarkNtel Advisors
• [New] Inference workloads are expected to account for nearly two-thirds of global AI compute in 2026, reinforcing specialized AI chips as foundational digital infrastructure supporting the next phase of AI commercialization. MarkNtel Advisors
• [New] 77% of the surveyed CEOs expect positive ROI from scaled AI growth investments, but 30% of the workforce will require retraining or reskilling in the next three years. IBM UK Newsroom
• [New] Leading Connectivity: Wired NICs dominate with over 58% share in 2026 & projected to reach US$ 5.4 Bn by 2033, driven by demand for reliable, low-latency, and high-throughput performance in cloud, AI, and virtualization environments. Persistence Market Research
• [New] The AI-optimized segment alone is forecast to grow from $0.49 billion in 2025 to $1.76 billion by 2030, a compound annual growth rate of 29.03%. Crypto Briefing
• The AI segment is projected to register the fastest growth at a CAGR of 39.6% during 2026-2034, supported by rapid advancements in machine learning, predictive analytics, and autonomous decision-making systems. Straits Research
• The US healthcare IT sector is projected to exceed US$ 390 billion by 2030, driven by AI-powered diagnostics, electronic health record consolidation, and precision medicine platforms. Persistence Market Research
• AI ASIC revenue is forecast to reach US$ 84.5 billion by 2030, growing from a small, single-digit base in 2022. Persistence Market Research
• 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

Last updated: 23 August 2026