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Generative AI market expected to reach $1.26 trillion by 2034: enterprise applications and platform ecosystems reshape the digital economy

According to the latest report from Fortune Business Insights, the global generative AI market size will grow from $103.58 billion in 2025 to $1.26 trillion by 2034, with a CAGR of 29.30%. This article analyzes the profound impact of generative AI on business models, market competition, and the digital economy landscape.

Elena van den Berg10 min read
Ai Economy

Generative AI market will reach $1.26 trillion by 2034: reshaping corporate business models and platform competition landscape

The generative AI market size is projected to grow from $103.58 billion in 2025 to $1.26 trillion by 2034, at a CAGR of 29.3%. North America dominates the market, with enterprise applications moving from experimentation to core business, driving profound changes in business models, platform competition, and the structure of the global digital economy.

Elena van den Berg6 min read
Digital Markets

AI investment theme evolution: from "tools" to services, platforms, and electricity

Standard Chartered Equity Chief Investment Officer Sundeep Gantori noted that the AI investment theme is shifting from hardware infrastructure to services, platforms, and energy. In Asia, China focuses on "tools," India on electricity, and other regions on platforms. This shift will reshape the business models and competitive landscape of the global digital economy.

Julian Sterling5 min read
Data And Regulation

AI governance enters the operational phase: model access becomes a new geostrategic control surface.

June 2026 marks the shift of AI governance from policy discussions to practical operations. This article analyzes key events such as the Anthropic/Alibaba distillation accusations, U.S. model access controls, and OpenAI's phased releases, revealing how model access has become the new geopolitical control point after chips, and how data, energy, and cybersecurity are reshaping the digital economy landscape.

Elena van den Berg11 min read
Ai Economy

Agentic AI: The Next Investment Layer Beyond Nvidia

Agentic AI is moving from concept to enterprise-level deployment, giving rise to new business models and investment logic. This article analyzes how the application layer can absorb infrastructure investment and evaluates its economic impact.

Elena van den Berg5 min read
Ai Economy

Exponential growth of generative AI in the agricultural market: 27.2% CAGR heralds a new frontier in the data economy

The generative AI in agriculture market is expected to grow from $280 million in 2025 to $930 million in 2030, at a CAGR of 27.2%. The proliferation of this technology is reshaping core areas such as precision agriculture, climate prediction, and pest detection, driving the transformation of agriculture from traditional experience-based models to data-driven platforms. This trend not only impacts global food security but also has profound implications for the platform economy, AI commercialization, and cross-border data governance.

Julian Sterling6 min read