BUZZ-HSBC lifts global AI revenue forecasts on faster B2B adoption

Microsoft Corporation

Microsoft Corporation

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** HSBC upgrades its global AI industry revenue forecast for 2026-2030 to ~$2.5 trln from prior forecast of about $1.8 trln

** B2B AI adoption is accelerating much faster than expected, HSBC said and added Anthropic is a "clear leader" in B2B

** HSBC flagged the rise of agentic AI and strong growth in products including Claude Code, OpenAI’s Codex, GitHub Copilot and Cursor, as catalysts underpinning higher expectations for B2B AI revenue

** It also raised its AI revenue forecast for 2026 to $148 bln vs prior forecast of $100 bln

** While the brokerage flagged slower B2C growth in AI usage, it expects demand across B2B to outweigh the snag

** "While AI adoption in businesses is bulking up, we think that the monetisation on the B2C side is less straightforward than we initially thought," HSBC said in a note to clients

** Increasing AI adoption across corporate America has boosted U.S. equities this year, even as markets await mega-IPOs of Anthropic and OpenAI


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