Global Scans · Artificial intelligence · Weekly Summary

• [New] Functional pet treats and supplements, fresh and refrigerated pet food meal subscriptions, and personalized AI-driven nutrition platforms represent the three highest-growth investment vectors through 2034. IMARC Group
• [New] Privacy in relation to access to data, cultural identity, and misinformation including deepfakes are all content issues that Canada's AI strategy will need to address. Hugh Stephens Blog
• [New] Automation broadly (including AI and robots) could displace 400-800 million jobs globally by 2030. Robozaps
• [New] Humanoid robots combined with AI could transform entire sectors within 5-10 years, leaving insufficient time for workforce retraining. Robozaps
• [New] Global AI server shipments are expected to reach 1.5 million units in 2026, up 180% year-on-year. Ersa Electronics
• [New] Worldwide AI spending is forecast to reach roughly $2.5 trillion in 2026, up about 44% year over year - split across infrastructure, services, and software. Unico Connect
• [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
• 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
• 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
• The AI infrastructure buildout continues to accelerate, with ~ $2.9 trillion in global CapEx expected through 2028. JD Supra

Last updated: 14 June 2026