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Generative AI Report 2026: 21 060+ Companies & USD 85B Revenue Path
topicArtificial Intelligence
Generative AI Report 2026: 21 060+ Companies & USD 85B Revenue Path

Generative AI is scaling fast, but 2026 winners will be determined less by model demos and more by deployment constraints. S&P Global projects genAI software revenue reaching USD 85B by 2029 (from USD 16B in 2024), while the IEA expects data-center electricity use to rise toward ~945 TWh by 2030. This makes compute access, energy strategy, and governance execution decisive.

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