Global AI market could hit $6 trillion annually by 2031 through unlocking value and innovation - Bain & Co's 7th Global Technology Report
Why now
Thesis: AI value accrues to compute bottlenecks, not software
Catalyst to watch: Enterprise AI ROI proof points and vendor responses
Main risk: ROI disappointment could stall enterprise AI absorption
Why it matters
Bain projects AI value shifting toward compute bottlenecks, implying hardware and chip suppliers capture disproportionate economics versus software absorbers.
Details
As AI compute demand grows and creates value in bottleneck technologies, hardware and semiconductor companies' market capitalization grew at 24% annually from 2020 to 2026 vs. 6% for software AI absorption becomes the competitive variable as enterprises look for ROI, and vendors respond...
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- prnewswire · 2026-09-29 04:05 UTC