How AI agents are quietly rebuilding the foundations of the global economy 

AI agents have rapidly moved from niche research concepts to one of the most discussed technology topics of 2025. Search interest for ‘AI agents’ surged throughout the year, reflecting a broader shift in how businesses and institutions approach automation and decision-making.

Market forecasts suggest that 2026 and the years ahead will bring an even larger boom in AI agents, driven by massive global investment and expanding real-world deployment. As a result, AI agents are increasingly viewed as a foundational layer of the next phase of the digital economy.

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What are AI agents, and why do they matter

AI agents are autonomous software systems designed to perceive information, make decisions, and act independently to achieve specific goals. Unlike traditional AI applications or conventional AI tools, which respond to prompts or perform single functions and often require direct supervision, AI agents are proactive and operate across multiple domains.

They can plan, adapt, and coordinate various steps across workflows, anticipating needs, prioritising tasks, and collaborating with other systems or agents without constant human intervention.

As a result, AI agents are not just incremental upgrades to existing software; they represent a fundamental change in how organisations leverage technology. By taking ownership of complex processes and decision-making workflows, AI agents enable businesses to operate at scale, adapt more rapidly to change, and unlock opportunities that were previously impossible with traditional AI tools alone. 

They fundamentally change how AI is applied in enterprise environments, moving from task automation to outcome-driven execution. 

Behind the scenes, autonomous AI agents are moving into the core of economic systems, reshaping workflows, authority, and execution across the entire value chain.

Why AI agents became a breakout trend in 2025

Several factors converged in 2025 to push AI agents into the mainstream. Advances in large language models, improved reasoning capabilities, and lower computational costs made agent-based systems commercially viable. At the same time, enterprises faced growing pressure to increase efficiency amid economic uncertainty and labour constraints. 

The fact is that AI agents gained traction not because of their theoretical promise, but because they delivered measurable results. Companies deploying AI agents reported faster execution, lower operational overhead, and improved scalability across departments. As adoption accelerated, AI agents became one of the most visible indicators of where new technology was heading next.

 Behind the scenes, autonomous AI agents are moving into the core of economic systems, reshaping workflows, authority, and execution across the entire value chain.

Global investment is accelerating the AI agents boom

Investment trends underline the strategic importance of AI agents. Venture capital firms, technology giants, and state-backed innovation funds are allocating significant capital to agent-based platforms, orchestration frameworks, and AI infrastructure. These investments are not experimental in nature; they reflect long-term bets on autonomous systems as core business infrastructure.

Large enterprises are committing internal budgets to AI agent deployment, often integrating them directly into mission-critical operations. As funding flows into both startups and established players, competition is intensifying, further accelerating innovation and adoption across global markets. 

The AI agents market is projected to surge from approximately $7.92 billion in 2025 to surpass $236 billion by 2034, driven by a compound annual growth rate (CAGR) exceeding 45%.

Behind the scenes, autonomous AI agents are moving into the core of economic systems, reshaping workflows, authority, and execution across the entire value chain.

Where AI agents are already being deployed at scale

Agent-based systems are no longer limited to experimental use, as adoption at scale is taking shape across various industries. In finance, AI agents manage risk analysis, fraud detection, reporting workflows, and internal compliance processes. Their ability to operate continuously and adapt to changing data makes them particularly effective in data-intensive environments.

In business operations, AI agents are transforming customer support, sales operations, procurement, and supply chain management. Autonomous agents handle inquiries, optimise pricing strategies, and coordinate logistics with minimal supervision.

One of the clearest areas of AI agent influence is software development, where teams are increasingly adopting autonomous systems for code generation, testing, debugging, and deployment. These systems reduce development cycles and allow engineers to focus on higher-level design and architecture. It is expected that by 2030, around 70% of developers will work alongside autonomous AI agents, shifting human roles toward planning, design, and orchestration.

Healthcare, research, and life sciences are also adopting AI agents for administrative automation, data analysis, and workflow optimisation, freeing professionals from repetitive tasks and improving operational efficiency.

Behind the scenes, autonomous AI agents are moving into the core of economic systems, reshaping workflows, authority, and execution across the entire value chain.

The economic impact of AI agents on global productivity

The broader economic implications of AI agents extend far beyond individual companies. At scale, autonomous AI systems have the potential to boost global productivity by eliminating structural inefficiencies across various industries. By automating complex, multi-step processes rather than isolated tasks, AI agents compress decision timelines, lower transaction costs, and remove friction from business operations.

Unlike traditional automation, AI agents operate across entire workflows in real time. It enables organisations to respond more quickly to market changes and shifts in demand, thereby increasing operational agility and efficiency at a systemic level.

Labour markets will also evolve as agent-based systems become embedded in daily operations. Routine and administrative roles are likely to decline, while demand will rise for skills related to oversight, workflow design, governance, and strategic management of AI-driven operations. Human value is expected to shift toward planning, judgement, and coordination. 

Countries and companies that successfully integrate autonomous AI into their economic frameworks are likely to gain structural advantages in terms of efficiency and growth, while those that lag behind risk falling behind in an increasingly automated global economy.

Behind the scenes, autonomous AI agents are moving into the core of economic systems, reshaping workflows, authority, and execution across the entire value chain.

AI agents and the future evolution of AI 

The momentum behind AI agents shows no signs of slowing. Forecasts indicate that adoption will expand rapidly in 2026 as costs decline, standards mature, and regulatory clarity improves. For organisations, the strategic question is no longer whether AI agents will become mainstream, but how quickly they can be integrated responsibly and effectively. 

As AI agents mature, their influence will extend beyond business operations to reshape global economic structures and societal norms. They will enable entirely new industries, redefine the value of human expertise, and accelerate innovation cycles, fundamentally altering how economies operate and how people interact with technology in daily life. 

The widespread integration of AI agents will also reshape the world we know. From labour markets to public services, education, and infrastructure, societies will experience profound shifts as humans and autonomous systems collaborate more closely.

Companies and countries that adopt these technologies strategically will gain a structural advantage, while those that lag behind risk falling behind in both economic and social innovation.

Ultimately, AI agents are not just another technological advancement; they are becoming a foundational infrastructure for the future economy. Their autonomy, intelligence, and scalability position them to influence how value is created, work is organised, and global markets operate, marking a turning point in the evolution of AI and its role in shaping the modern world.

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Morgan Stanley files to launch Bitcoin and Solana ETFs as Wall Street embraces crypto

In the US, Morgan Stanley has moved to launch exchange-traded funds linked to Bitcoin and Solana, signalling that major banks are no longer prepared to watch the crypto market from the sidelines.

Filings submitted to the Securities and Exchange Commission show the bank intends to offer funds tied to the prices of both crypto assets, making it the first of the ten biggest US banks by assets to pursue crypto ETFs directly.

Interest from Wall Street has been strengthened by regulatory changes introduced under the Trump administration, which created clearer rules for stablecoins and crypto-related investment products.

BlackRock’s Bitcoin ETFs have already become a major source of revenue, encouraging banks to seek a more active role instead of limiting themselves to custody services.

The trend is expected to have implications for European investors. US-listed crypto ETFs cannot normally be sold to retail investors in the EU because they do not comply with UCITS requirements.

However, Morgan Stanley has been developing an EU-compliant ETF platform and is working with partners to align with both UCITS and the EU’s Markets in Crypto-Assets framework.

The shift suggests crypto has become too commercially significant for Wall Street institutions to ignore, with banks increasingly treating digital assets as part of mainstream financial services rather than a peripheral experiment.

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Cloud and AI growth fuels EU push for greener data centres

Europe’s growing demand for cloud and AI services is driving a rapid expansion of data centres across the EU.

Policymakers now face the difficulty of supporting digital growth instead of undermining climate targets, yet reliable sustainability data remains scarce.

Operators are required to report on energy consumption, water usage, renewable sourcing and heat reuse, but only around one-third have submitted complete data so far.

Brussels plans to introduce a rating scheme from 2026 that grades data centres on environmental performance, potentially rewarding the most sustainable new facilities with faster approvals under the upcoming Cloud and AI Development Act.

Industry groups want the rules adjusted so operators using excess server heat to warm nearby homes are not penalised. Experts also argue that stronger auditing and stricter application of standards are essential so reported data becomes more transparent and credible.

Smaller data centres remain largely untracked even though they are often less efficient, while colocation facilities complicate oversight because customers manage their own servers. Idle machines also waste vast amounts of energy yet remain largely unmeasured.

Meanwhile, replacing old hardware may improve efficiency but comes with its own environmental cost.

Even if future centres run on cleaner power and reuse heat, the manufacturing footprint of the equipment inside them remains a major unanswered sustainability challenge.

Policymakers say better reporting is essential if the EU is to balance digital expansion with climate responsibility rather than allowing environmental blind spots to grow.

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Texas project puts Fermi at centre of nuclear AI push

A large energy and AI campus is taking shape outside Amarillo, Texas, as startup Fermi America plans to build what it says would be the world’s largest private power grid. The project aims to support large-scale AI training using nuclear, gas, and solar power.

Known as Project Matador, the development would host millions of square metres of data centres and generate more electricity than many US states consume at peak demand. The site is near the Pantex nuclear weapons facility and is part of a broader push for US energy and AI dominance.

Fermi is led by former Texas governor and energy secretary Rick Perry alongside investor Toby Neugebauer. The company plans to deploy next-generation nuclear reactors and offer off-grid computing infrastructure, though it has yet to secure a confirmed anchor tenant.

The scale and cost of the project have raised questions among analysts and local residents. Critics point to financing risks, water use, and the challenge of delivering nuclear reactors on time and within budget, while supporters argue the campus could drive economic growth and national security benefits.

Backed by political momentum and rising demand for AI infrastructure, Fermi is pressing ahead with construction and partnerships. Whether Project Matador can translate ambition into delivery remains a key test as competition intensifies in the global race to power next-generation AI systems.

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Australia weighs risks and rewards of rapid AI adoption

AI is reshaping Australia’s labour market at a pace that has reignited anxiety about job security and skills. Experts say the speed and visibility of AI adoption have made its impact feel more immediate than previous technological shifts.

Since the public release of ChatGPT in late 2022, AI tools have rapidly moved from novelty to everyday workplace technology. Businesses are increasingly automating routine tasks, including through agentic AI systems that can execute workflows with limited human input.

Research from the HR Institute of Australia suggests the effects are mixed. While some entry-level roles have grown in the short term, analysts warn that clerical and administrative jobs remain highly exposed as automation expands across organisations.

Economic modelling indicates that AI could boost productivity and incomes if adoption is carefully managed, but may also cause short-term job displacement. Sectors with lower automation potential, including construction, care work, and hands-on services, are expected to absorb displaced workers.

Experts and unions say outcomes will depend on skills, policy choices, and governance. Australia’s National AI Plan aims to guide the transition, while researchers urge workers to upskill and use AI as a productivity tool rather than avoiding it.

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Xi Jinping hails breakthroughs in China’s AI and semiconductor sectors

Chinese President Xi Jinping said 2025 marked a year of major breakthroughs for the country’s AI and semiconductor industries. In his New Year’s address, he said that Chinese technology firms had made significant progress in AI models and domestic chip development.

China’s AI sector gained global attention with the rise of DeepSeek. The company launched advanced models focused on reasoning and efficiency, drawing comparisons with leading US systems and triggering volatility in global technology markets.

Other Chinese firms also expanded their AI capabilities. Alibaba released new frontier models and pledged large-scale investment in cloud and AI infrastructure, while Huawei announced new computing technologies and AI chips to challenge dominant suppliers.

China’s progress prompted mixed international responses. Some European governments restricted the use of Chinese AI models over data security concerns, while US companies continued engaging with Chinese-linked AI firms through acquisitions and partnerships.

Looking ahead to 2026, China is expected to prioritise AI and semiconductors in its next five-year development plan. Analysts anticipate increased research funding, expanded infrastructure, and stronger support for emerging technology industries.

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Polish authorities flag TikTok for potential election interference

Polish authorities have urged the European Commission to investigate TikTok over AI-generated content advocating Poland’s exit from the European Union. Officials say the videos pose risks to democratic processes and public order.

Deputy Minister for Digitalisation Dariusz Standerski highlighted that the narratives, distribution patterns, and synthetic audiovisual material suggest TikTok may not be fulfilling its obligations under the EU Digital Services Act for Very Large Online Platforms.

The associated TikTok account has since disappeared from the platform.

The Digital Services Act requires platforms to address systemic risks, including disinformation, and allows fines of up to 6% of a company’s global annual turnover for non-compliance. TikTok and the Commission have not provided immediate comment.

Authorities emphasised that the investigation could set an important precedent for how EU countries address AI-driven disinformation on major social media platforms.

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Lawsuit against Roskomnadzor over WhatsApp and Telegram calls dismissed

A Moscow court has dismissed a class action lawsuit filed against Russia’s state media regulator Roskomnadzor and the Ministry of Digital Development by users of WhatsApp and Telegram. The ruling was issued by a judge at the Tagansky District Court.

The court said activist Konstantin Larionov failed to demonstrate he was authorised to represent messaging app users. The lawsuit claimed call restrictions violated constitutional rights, including freedom of information and communication secrecy.

The case followed Roskomnadzor’s decision in August to block calls on WhatsApp and Telegram, a move officials described as part of anti-fraud efforts. Both companies criticised the restrictions at the time.

Larionov and several dozen co-plaintiffs said the measures were ineffective, citing central bank data showing fraud mainly occurs through traditional calls and text messages. The plaintiffs also argued the restrictions disproportionately affected ordinary users.

Larionov said the group plans to appeal the decision and continue legal action. He has described the lawsuit as an attempt to challenge what he views as politically motivated restrictions on communication services in Russia.

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Agentic AI plans push US agencies to prioritise data reform

US federal agencies planning to deploy agentic AI in 2026 are being told to prioritise data organisation as a prerequisite for effective adoption. AI infrastructure providers say poorly structured data remains a major barrier to turning agentic systems into operational tools.

Public sector executives at Amazon Web Services, Oracle, and Cisco said government clients are shifting focus away from basic chatbot use cases. Instead, agencies are seeking domain-specific AI systems capable of handling defined tasks and delivering measurable outcomes.

US industry leaders said achieving this shift requires modernising legacy infrastructure alongside cleaning, structuring, and contextualising data. Executives stressed that agentic AI depends on high-quality data pipelines that allow systems to act autonomously within defined parameters.

Oracle said its public sector strategy for 2026 centres on enabling context-aware AI through updated data assets. Company executives argued that AI systems are only effective when deeply aligned with an organisation’s underlying data environment.

The companies said early agentic AI use cases include document review, data entry, and network traffic management. Cloud infrastructure was also highlighted as critical for scaling agentic systems and accelerating innovation across government workflows.

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Manus acquisition signals Meta’s continued AI expansion

Meta Platforms has acquired Manus, a Singapore-based developer of general-purpose AI agents, as part of its continued push to expand artificial intelligence capabilities. The deal underscores Meta’s strategy of acquiring specialised AI firms to accelerate product development.

Manus, founded in China before relocating to Singapore, develops AI agents capable of performing tasks such as market research, coding, and data analysis. The company said it reached more than $100 million in annualised revenue within eight months of launch and was serving millions of users worldwide.

Meta said the acquisition will help integrate advanced automation into its consumer and enterprise offerings, including the Meta AI assistant. Manus will continue operating its subscription service, and its employees will join Meta’s teams.

Financial terms were not disclosed, but media reports valued the deal at more than $2 billion. Manus had been seeking funding at a similar valuation before being approached by Meta and had recently raised capital from international investors.

The acquisition follows a series of AI-focused deals by Meta, including investments in Scale AI and AI device start-ups. Analysts say the move highlights intensifying competition among major technology firms to secure AI talent and capabilities.

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