Global Scans · Artificial intelligence · Weekly Summary

• [New] 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
• [New] The Global 2000 is betting billions that AI upskilling will unlock record valuations. California Management Review
• [New] Generative AI could drive a 7% (or $7 trillion) increase in global gross domestic product and lift productivity growth by 1.5 percentage points over ten years. Amazon Web Services, Inc.
• [New] Over 100 billion ARM-based chips capable of generative AI inference are expected to be deployed by 2030. Persistence Market Research
• [New] Microsoft and the Mayo Clinic are collaborating to develop a frontier AI model for healthcare, a partnership that accelerates clinical AI validation and could shift how providers and payers evaluate licensed models and data governance. Stock Titan
• [New] Executives and researchers from OpenAI, Anthropic, Microsoft, Meta, Google DeepMind, and biotech companies signed a letter urging U.S. lawmakers to strengthen safeguards against AI-aided biological threats. Tech Startups - Tech News, Tech Trends & Startup Fundin
• [New] While the Executive Order applies to U.S. federal agencies, the need to prepare for changes in the threat landscape brought about by the advanced cyber capabilities of frontier AI models applies to any organization that needs to manage cyber risk. Tenable
• [New] AI-based operation and maintenance optimization could save €94 billion ($110 billion) annually by 2035. Energy
• [New] If trends hold, there's a ~60% chance of self-improving AI systems by 2028, leading to recursive progress, massive productivity gains, and a capital-heavy, human-light machine economy. Radical Data Science
• [New] Future AI systems will instead rely on world models that learn abstract representations of physics, causality, and consequences, enabling planning, reasoning, and adaptation in real-world environments like robotics, healthcare, factories, and industrial systems. Radical Data Science
• [New] The AI infrastructure buildout continues to accelerate, with ~ $2.9 trillion in global CapEx expected through 2028. JD Supra
• [New] AI is already influencing growth at an economy-wide level: Barron's estimates AI investment drove nearly 60% of U.S. GDP growth in Q4 2025, while PwC expects AI to account for up to 15 percentage points to global GDP through 2035. JD Supra
• [New] World models and spatial intelligence will lead the next wave of AI: 92% highlighted that world models and spatial intelligence represent the next frontier in visual AI and are ready to break into mainstream awareness. Yahoo Finance
• [New] Physical AI will be one of the defining technology advances of the next decade. Yahoo Finance
• [New] A majority of respondents reported seeing value from their visual and physical AI investments, and expect its importance to grow over the next three years. Yahoo Finance
• [New] By 2026, more than 80% of enterprises will have deployed some form of AI-augmented analytics, up from under 30% in 2023. Straive
• [New] According to insights published by IBM Think, 2026 is expected to mark a major transition toward AI agents, open-source reasoning models, multimodal systems, and sovereign AI infrastructure. Spherical Insights
• [New] Frontier AI models are changing how organizations approach vulnerability detection, prioritization, and remediation. Campus Technology
• [New] IBM unveiled new AI-powered cybersecurity products as companies race to defend against increasingly automated cyber threats. Campus Technology
• [New] AI use is not actually saving companies from labour costs, and could cost them more than the humans they currently employ. Time
• [New] The CBO acknowledged the potential of AI in its baseline, projecting faster growth as generative artificial intelligence is more widely adopted as a partial offset to rising debt burdens. Fortune

Last updated: 07 June 2026