Every story in this issue with a short summary, so you can decide what to read before leaving the site. Summaries are written by AI (Claude) only from each publisher's own description and checked by Jev for anything not in that description. They are not full translations. Follow "Read the original" for the full story.
Jevons Global's Kingsley Jones warns that a shrinking of capex numbers is almost impossible to avoid but will not happen anytime soon. He says margins might erode, and that forward guidance on AI spend will be key in deciding whether the general economy goes into recession.
Read the original →AI may transform or eliminate 40% of jobs and reduce demand for newcomers. At the same time, it supports global growth at 3%.
Read the original →Energy prices and bond yields loom over policymakers' weeklong talks.
Read the original →IMF Chief Kristalina Georgieva warned AI is hitting the global labor market like a "slow-moving tsunami," with young workers entering the job market the most exposed.
Read the original →The data center industry has been a quiet engine of the digital economy for the last decade. The explosive rise of AI is now exacerbating power sourcing issues.
Read the original →TRG DataCenters ranks Virginia No. 1 for AI data center readiness as of August 2026. Smaller markets are gaining on factors such as power availability and water.
Read the original →The global AI data center GPU market was valued at USD 7.4 billion in 2025. It is projected to grow at a CAGR of 18.5% during 2026–2035, reaching USD 40.4 billion by 2035.
Read the original →During Chinese Foreign Minister Wang Yi's visit to Helsinki this summer, discussions with Finnish officials centered on enhancing the governance of artificial intelligence.
Read the original →IMF Managing Director Kristalina Georgieva said the development of AI technologies is expected to affect approximately 40% of jobs worldwide.
Read the original →AI infrastructure spending is helping sustain global economic growth at around 3% despite the drag from an energy supply shock, IMF Managing Director Kristalina Georgieva said Monday at the IMF and World Bank annual meetings in Bangkok. She said the AI investment boom was benefiting Asian economies.
Read the original →IMF Managing Director Georgieva said on the 12th that artificial intelligence could raise economic growth rates by 0.5 to 1.0% in advanced Asian economies with aging populations.
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