[ Skip to Content ](https://www.spglobal.com/en/research-insights/market-insights/artificial-intelligence#skipToContent) [ Skip to Menu ](https://www.spglobal.com/en/research-insights/market-insights/artificial-intelligence#skipToMenu) [ Skip to Footer ](https://www.spglobal.com/en/research-insights/market-insights/artificial-intelligence#skipToFooter) ![](https://spglobal.scene7.com/is/image/spglobalcom/Corp_0219_AIBanner1920?$responsive$) On This Page * [Introduction](https://www.spglobal.com/en/research-insights/market-insights/artificial-intelligence#intro) * [Special Reports](https://www.spglobal.com/en/research-insights/market-insights/artificial-intelligence#latest) * [Featured Insights](https://www.spglobal.com/en/research-insights/market-insights/artificial-intelligence#AllInsights) * [Podcasts](https://www.spglobal.com/en/research-insights/market-insights/artificial-intelligence#podcasts) * [Products & Solutions](https://www.spglobal.com/en/research-insights/market-insights/artificial-intelligence#products) * [Generative AI Digest](https://www.spglobal.com/en/research-insights/market-insights/artificial-intelligence#genai) On This Page * [Introduction](https://www.spglobal.com/en/research-insights/market-insights/artificial-intelligence#intro) * [Special Reports](https://www.spglobal.com/en/research-insights/market-insights/artificial-intelligence#latest) * [Featured Insights](https://www.spglobal.com/en/research-insights/market-insights/artificial-intelligence#AllInsights) * [Podcasts](https://www.spglobal.com/en/research-insights/market-insights/artificial-intelligence#podcasts) * [Products & Solutions](https://www.spglobal.com/en/research-insights/market-insights/artificial-intelligence#products) * [Generative AI Digest](https://www.spglobal.com/en/research-insights/market-insights/artificial-intelligence#genai) ## At S&P Global, we aim to facilitate a conversation with the market. The biggest need at this point is for transparency in the face of both the fear and the hype surrounding generative AI. At the same time, this landscape is ever-changing. Our view is that these technological advancements are equally important to economic development as other major trends like globalization, social inclusion, and climate and energy transition. We aim to provide this information in three parts [ Explore the full library of research ](https://www.spglobal.com/en/research-insights/market-insights/artificial-intelligence#AllInsights) [ Making Sense of Artificial Intelligence ](https://www.spglobal.com/en/research-insights/market-insights/making-sense-of-artificial-intelligence) #### AI Fundamentals Primers on fundamental technologies and how they can be used #### AI Applications Exploration of pertinent issues emanating from the use of AI in various sectors, geographies and economies, both current and prospective, and relevant opportunities and risks #### AI Governance and Regulation Considerations for governance structures that may help manage, diffuse or at least come to terms with various risk implications raised in the Fundamentals and Applications sections ## Special Reports [![The AI and labor landscape 2026: Increased investment, persistent productivity gains and a recalibrated employment outlook](https://spglobal.scene7.com/is/image/spglobalcom/spg-black%20and%20white-monochrome-workspace-desk-focus?$responsive$)](https://www.spglobal.com/en/research-insights/special-reports/ai-impact-on-employment-2026) [![Closing the Gap: Financial Supervisors’ AI Adoption ](https://spglobal.scene7.com/is/image/spglobalcom/spg-architecture-atrium-spiral-staircase-building?$responsive$)](https://www.spglobal.com/en/research-insights/special-reports/closing-the-gap-financial-supervisors-ai-adoption) [![Compute sovereignty: The strategic importance of digital infrastructure](https://spglobal.scene7.com/is/image/spglobalcom/spg-PCB-printed%20circuit%20board-IC-integrated%20circuit-electronics?$responsive$)](https://www.spglobal.com/en/research-insights/special-reports/compute-sovereignty-strategic-importance-of-digital-infrastructure) [![AI won’t solve its own energy problem – and that might be fine](https://spglobal.scene7.com/is/image/spglobalcom/spg-network%20cables-server%20rack-technology-infrastructure-data%20center?$responsive$)](https://www.spglobal.com/en/research-insights/special-reports/ai-energy-problem-why-it-might-be-fine) [ Explore All Reports ](https://www.spglobal.com/content/spglobal/corporate/us/en/research-insights/special-reports#AllReports) ## Featured Insights Select segment | Title | Date | Segment | | --- | --- | --- | | [Economic Research: Europe Is Writing Its Own AI Trade Story](https://www.spglobal.com/ratings/en/regulatory/article/economic-research-europe-is-writing-its-own-ai-trade-story-s101704448) | 7 September 2026 | AI Fundamentals | | [How AI Is Reshaping the Global Economic Outlook](https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/ai-reshapes-global-economic-outlook) | 24 August 2026 | AI Applications | | [AI In U.S. Public Finance: Acute Healthcare Providers Look To AI For Clinical, Operational, And Financial Gains](https://www.spglobal.com/ratings/en/regulatory/article/ai-in-us-public-finance-acute-healthcare-providers-look-to-ai-for-clinical-operational-and-financial-gains-s101688323) | 13 August 2026 | AI Applications | | [AI In U.S. Public Finance: The Benefits And Challenges Of AI Adoption Among Issuers](https://www.spglobal.com/ratings/en/regulatory/article/ai-in-us-public-finance-the-benefits-and-challenges-of-ai-adoption-among-issuers-s101699346) | 12 August 2026 | AI Applications | | [Look Forward | Episode 36: The AI-Energy Paradox: Balancing Innovation with Sustainability](https://www.spglobal.com/en/research-insights/podcasts/look-forward/ai-energy-paradox-balancing-innovation-with-sustainability) | 31 July 2026 | AI Applications | | [AI Brief: EU AI Act Amendment Extends Deadlines, Creates New Risks](https://www.spglobal.com/ratings/en/regulatory/article/ai-brief-eu-ai-act-amendment-extends-deadlines-creates-new-risks-s101690728) | 12 June 2026 | Governance & Regulation | | [The AI and labor landscape 2026: Increased investment, persistent productivity gains and a recalibrated employment outlook](https://www.spglobal.com/en/research-insights/special-reports/ai-impact-on-employment-2026) | 2 June 2026 | AI Applications | | [Closing the Gap: Financial Supervisors’ AI Adoption](https://www.spglobal.com/en/research-insights/special-reports/closing-the-gap-financial-supervisors-ai-adoption) | 26 May 2026 | AI Applications | | [Compute sovereignty: The strategic importance of digital infrastructure](https://www.spglobal.com/en/research-insights/special-reports/compute-sovereignty-strategic-importance-of-digital-infrastructure) | 12 May 2026 | AI Applications | | [AI won’t solve its own energy problem – and that might be fine](https://www.spglobal.com/en/research-insights/special-reports/ai-energy-problem-why-it-might-be-fine) | 30 April 2026 | AI Applications | Items per page 10 * 10 * 20 * 50 * 100 1-10 of 71 items 1 * 1 * 2 * 3 * 4 * 5 * 6 * 7 * 8 of 8 of 8 pages [](https://www.spglobal.com/en/research-insights/market-insights/artificial-intelligence?page=2)[](https://www.spglobal.com/en/research-insights/market-insights/artificial-intelligence?page=8) * * * ## Artifical Intelligence Podcasts [ S&P Global Market Intelligence - The Decisive Sep 11, 2026 The Decisive | Season 7 | Ep.5 - Frequently Asked Questions: Sovereign Yields, AI Productivity and the US Dollar In this episode of The Decisive, Kristen Hallam speaks with Ken Wattret, Vice President of Global Economics at S&P Global Market Intelligence, who answers frequently asked questions shaping the macroeconomic outlook: why sovereign yields have been rising, whether AI-driven productivity gains could lower inflation and policy rates, and what a weaker US dollar could mean for the global economy. This conversation was recorded in May 2026, and the questions are still top of mind today. In this episode of The Decisive, host Kristen Hallam speaks with Bill Cassidy, Senior Editor, Trucking and Domestic Transportation at the Journal of Commerce by S&P Global, and Paul Bingham, Director, Transportation Consulting, S&P Global Market Intelligence, about why data center construction is a freight capacity story. ](https://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-7-ep-5-frequently-asked-questions-sovereign-yields-ai-productivity-and-the-us-dollar) [ S&P Global Energy - Next in Tech Sep 08, 2026 Next in Tech | Ep. 284: AI Capital Spending Impacts The headlines around the levels of capital spending on AI have talked about financial market reactions and the impacts on balance sheets, but there are other effects this spending is having. Research director Brenon Daly returns to the podcast to talk about how reduced cash flow and dwindling reserves are hitting the M&A markets with host Eric Hanselman. Hyperscalers had been steady acquirers as they look to grow organically ](https://www.spglobal.com/energy/en/technology-ai-research-insights/podcasts/next-in-tech/next-in-tech-ep-284-ai-capital-spending-impacts) [ S&P Global Energy - Next in Tech Sep 01, 2026 Next in Tech | Ep. 283: Sustainable Energy and Data Center Demand We’ve talked extensively about the demand side of data centers and AI and it’s important to consider what’s taking place in sustainably addressing it. Analyst Tony Lenior returns to the podcast to discuss his recent research with host Eric Hanselman. Booming demand has raised concerns that hyperscalers and data center operators would abandon sustainability goals, but, while some timelines have been pushed back, they continue to be some of the largest buyers of renewable Power Purchase Agreements (PPA) and are driving carbon-free energy pursuits. ](https://www.spglobal.com/energy/en/technology-ai-research-insights/podcasts/next-in-tech/next-in-tech-ep-283-sustainable-energy-and-data-center-demand) [ S&P Global Market Intelligence - The Decisive Aug 28, 2026 The Decisive | Season 7 | Ep.3 - Global Growth on Uneven Ground: AI Tailwinds and Fiscal Headwinds In this episode of The Decisive, taken from a July 15 webinar, S&P Global Market Intelligence economists discuss the latest shifts in the global macroeconomic outlook, including the resilience of the US economy, China’s growth profile, political and fiscal developments in Latin America, and Europe’s cautious recovery amid persistent energy, trade and consumer-demand headwinds. ](https://www.spglobal.com/market-intelligence/en/news-insights/podcasts/the-decisive/the-decisive-season-7-ep-3-global-growth-on-uneven-ground-ai-tailwinds-and-fiscal-headwinds) [ S&P Global Market Intelligence - Masters Of Risk Aug 27, 2026 Masters of Risk | Season 4 Episode 7 Video: Beyond Traditional Investing: ETFs, AI Themes, and the Next Market Opportunity In this episode of Masters of Risk, host Stewart Webster sits down with Matthew Tuttle, CEO and Chief Investment Officer of Tuttle Capital Management, to discuss how investors can navigate an increasingly thematic market shaped by artificial intelligence, geopolitical shifts, and evolving investment risks. ](https://www.spglobal.com/market-intelligence/en/news-insights/podcasts/masters-of-risk/masters-of-risk-season-4-episode-7-beyond-traditional-investing-etfs-ai-themes-and-the-next-market-opportunity) [ S&P Global - Look Forward Aug 17, 2026 Look Forward | Episode 37: Pressure Points: Liquidity, Complexity, and the Rise of Private Credit Private credit has grown from a post-financial-crisis gap-filler into a roughly $2 trillion market — and with investor redemptions and AI disruption fears making headlines, it's facing fresh scrutiny. Host Molly Mintz is joined by S&P Global Ratings' Matthew Mitchell, Managing Director for Structured Finance, and Evan Gunter, Managing Director and Head of Private Markets Research, to unpack where the real pressure points lie. ](https://www.spglobal.com/en/research-insights/podcasts/look-forward/pressure-points-liquidity-complexity-and-the-rise-of-private-credit) [ S&P Global Energy - Next in Tech Aug 14, 2026 Next in Tech | Ep. 280: Claw and Agentic Optimization Adoption of AI has been dramatic, but the boost that the release of the OpenClaw agent technology delivered in November of last year was even more so. The mad rush to put agents to work has had wide ranging impacts, including market impacts on the supply of the venerable Mac Mini computer. That intensity and the need to manage the shockwaves agents are creating are what analysts Jean Atelsek and Marissa Incera joined host Eric Hanselman to discuss. ](https://www.spglobal.com/energy/en/technology-ai-research-insights/podcasts/next-in-tech/next-in-tech-ep-280-claw-and-agentic-optimization) [ S&P Global Sustainable1 Aug 13, 2026 CSO Insights: How companies are tackling water risks from growing AI-related demand to cyberattacks In this episode of the All Things Sustainable podcast, we explore how companies are leveraging AI and other technologies to address some of the world’s most pressing water challenges even as a new threat is emerging for US water utilities in the form of cyberattacks. ](https://www.spglobal.com/sustainable1/en/podcasts/cso-insights-how-companies-are-tackling-water-risks-from-growing-ai-related-demand-to-cyberattacks) ## Help us create the research you need. [ Submit Feedback ](https://www.spglobal.com/en/enterprise/forms/contactinformation.html?fid=467335) ## Artificial Intelligence Products & Solutions [ Learn More ](https://www.spglobal.com/en/products/topics/technology-ai) #### [S&P AI Benchmarks by Kensho S&P AI Benchmarks by Kensho are a series of benchmarks that evaluate AI systems including Large Language Models (LLMs) for business and financial use cases. The offering consists of two evaluation sets informed by S&P Global’s world-class data and industry expertise. Developed in collaboration with experts across S&P Global, the benchmarks assess how well LLMs can address real-world business and finance questions. ](https://www.marketplace.spglobal.com/en/solutions/s-p-ai-benchmarks-by-kensho-\(05266ad0-65b8-4f80-8e2d-eb82087c5130\)) #### [Datacenter and Energy Project Proximity Analysis The Datacenter and Energy Project Proximity Analysis Blueprint helps identify planned datacenter capacity and proximity to early stage uncontracted power plant projects. A proximity analysis map helps visualize power plant projects within a 25 mile radius of new datacenters. ](https://www.marketplace.spglobal.com/en/blueprints/datacenter-energy-project-proximity-analysis-\(e284104c-3c47-a9d6-be3e-7a2d4e34b581\)) #### [Kensho NERD Kensho NERD (Named Entity Recognition and Disambiguation) is a cutting-edge machine learning system that unlocks the full potential of your textual data by linking it to existing sources of structured knowledge. ](https://www.marketplace.spglobal.com/en/solutions/kensho-nerd-\(dad93a3c-bc57-4533-ab4b-c65f7346db6b\)) #### [451 Research Datacenter KnowledgeBase The 451 Research Datacenter KnowledgeBase is an industry-leading database of datacenter intelligence in the market. This provides critical insight to help service providers, customers and vendors identify opportunities by detailing datacentre capacity and capabilities at a broad global and granular site level. ](https://www.marketplace.spglobal.com/en/datasets/451-research-datacenter-knowledgebase-\(238\)) Volume 8 ## Look Forward: Artificial Intelligence In today’s rapidly evolving landscape, AI is a transformative force revolutionizing business, the economy and society. [ Explore the Full Journal ](https://www.spglobal.com/en/research-insights/special-reports/look-forward/look-forward-volume-8) ## Generative AI Digest The 451 Research analyst team at S&P Global Market Intelligence has been following the Generative AI market from many angles including the various Generative AI models and applications, its impact on infrastructure and hardware, and the companies to watch in the space. Whether you are working within the Generative AI market or investing in it, our suite of research, data and consulting solutions offer the insights you need to make decisions with conviction. [ Subscribe ](https://pages.marketintelligence.spglobal.com/Gen-AI-Newsletter-Request.html) * [Research - Apr 15, 2026 Generative AI Digest: AI drawn into geopolitics](https://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/generative-ai-digest-ai-drawn-into-geopolitics "content-link") * [Research - Mar 25, 2026 Generative AI Digest: OpenClaw and Moltbook make a splash](https://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/generative-ai-digest-openclaw-and-moltbook-make-a-splash "content-link") * [Research - Feb 28, 2026 Generative AI Digest: A fast start to 2026](https://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/generative-ai-digest-a-fast-start-to-2026 "content-link") * [Research - Jan 13, 2026 Generative AI Digest: New models, US executive order](https://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/generative-ai-digest-new-models-us-executive-order "content-link") * [Research - Dec 17, 2025 Generative AI Digest: New models and copyright disputes](https://www.spglobal.com/energy/en/technology-ai-research-insights/blogs/generative-ai-digest-new-models-and-copyright-disputes "content-link") * * * ## Explore Technology & Innovation [![Data Centers](https://spglobal.scene7.com/is/image/spglobalcom/corp_0617_datacenters?$responsive$)](https://www.spglobal.com/en/research-insights/market-insights/technology-innovation/datacenters) [![Cyber Risk](https://spglobal.scene7.com/is/image/spglobalcom/spg-server%20rack-cables-network-data%20center-infrastructure?$responsive$)](https://www.spglobal.com/en/research-insights/market-insights/technology-innovation/cyber-risk) [![Technology & Media](https://spglobal.scene7.com/is/image/spglobalcom/spg-microchip-integrated%20circuit-semiconductor-technology-electronics?$responsive$)](https://www.spglobal.com/en/research-insights/market-insights/technology-innovation/technology-media) * Follow Us * [ (opens in a new tab)](https://www.spglobal.com/zh/spg-wechat-article) * Our Purpose * [Our Values](https://www.spglobal.com/en/who-we-are/) * [Our History](https://www.spglobal.com/en/our-history) * [Ventures](https://www.spglobal.com/en/venture) * [Press(opens in a new tab)](https://press.spglobal.com/) * Investor Relations * [Overview(opens in a new tab)](http://investor.spglobal.com/) * [News Releases(opens in a new tab)](https://investor.spglobal.com/news-releases/default.aspx) * [Quarterly Earnings(opens in a new tab)](https://investor.spglobal.com/quarterly-earnings/) * [SEC Filings & Reports(opens in a new tab)](https://investor.spglobal.com/sec-filings-reports/overview/) * Contact Us * [Customer Care & Sales](https://www.spglobal.com/en/contact-us) * [Support by Division](https://www.spglobal.com/en/contact-us) * [Office Locations](https://www.spglobal.com/en/contact-us/office-locations) * Our Organization * [Careers](https://www.spglobal.com/en/explore-s-p-global/careers) * [Corporate Responsibility](https://www.spglobal.com/en/who-we-are/corporate-responsibility) * [Leadership](https://www.spglobal.com/en/who-we-are/about-sp-global/our-people/our-leadership) * [IOSCO ESG Rating & Data Product Statements](https://www.spglobal.com/en/esg-statements) * * * Customize Cookies * [Terms of Use](https://www.spglobal.com/en/terms-of-use) * [Cookie Notice](https://www.spglobal.com/en/cookie-notice) * [Privacy Policy](https://www.spglobal.com/en/privacy/privacy-policy-english) * [Client Privacy Portal](https://www.spglobal.com/en/enterprise/Legal/privacy.html) * © 2026 S&P Global