Tue, Sep 9, 2025
Enterprise spend on AI infra & apps
Exec expectations
Advanced economies
IMF estimate
Mar 2025 survey
Concentration risk
Enterprises are in a capex super-cycle: ~\$360B in 2025 with scenarios reaching the trillions by 2030. The runway matters more than the exact path - direction is up.
A handful of AI leaders now comprise roughly a third of the index. Concentration risk is real - alpha hides in select cash-flowing assets.
Employers expect 69M roles created and 83M eliminated by 2027 - net –14M (≈–2%).
~60% of jobs are exposed to AI; roughly half may see lower demand or wages. OECD flags ~28% at high automation risk.
Leaders anticipate 42% task automation by 2027 - automation-first operating models are becoming default.
| Topic | Key Metric | Source |
|---|---|---|
| Task Automation | 42% by 2027 | World Economic Forum |
| High-Risk Jobs | ~28% (advanced economies) | OECD |
| Net Jobs Impact | –14M (69M created vs 83M eliminated) | World Economic Forum |
| Exposure to AI | ~60% exposed; ~½ face lower demand/wages | IMF Blog • IMF eLibrary |
| GenAI Adoption | 71% organizations (regular use) | McKinsey |
| Earnings Drivers | Cost cuts & automation | Wall Street Journal |