Private markets to ride AI growth tsunami

InvestorDaily

According to Partners Group’s Private Markets Chartbook Q2, AI demand is now accelerating faster than capacity, with usage expected to rise 24x by 2030 – potentially driving a US$1 trillion annual capex cycle. “Nearly half of enterprises report some level of revenue or cost benefits from AI. Enterprises are reporting an average US$2.8 in return for every US$1 invested in AI,” the new report said. The AI ecosystem is already generating billions in observable annual revenue, and this is projected to grow significantly by 2028.

As AI revenues scale and become more widely recognised, the technology is set to disrupt and reshape the global tech profit pool. According to Partners Group, software profit pools are expected to shift toward AI agents, while the share of hardware IT spending relative to software is rising. AI adoption has accelerated sharply among US enterprises – nearly doubling over the past 12 months, led by large companies and the tech sector. European economies, however, are lagging in both adoption and investment.

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