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Bain & Company estimates that $4.7 trillion of global corporate profits are at stake from artificial intelligence between 2025 and 2035, in a study published on 8 September that scored 92 sectors.
The figure covers profits created in new categories, shifted between competitors, or lost by firms that move slowly. Bain puts it at roughly a fifth of total projected global corporate profits in 2035, against $1.4 trillion of profit shifts from the Internet over the twenty years to 2015.
The firm expects AI to structurally transform 71 per cent of sectors, compared with 41 per cent during the Internet era. Its explanation for the difference is that the Internet was a distribution technology that cut the cost of reaching customers, while AI is a production technology that cuts the cost of making the product.
1 report filed for Sunday 4 October 2026, compiled from company statements, registry filings and StartupFox reporting. Figures marked reported were not confirmed by the companies named.
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