Market Reports

The Economics of AI

Capital, Productivity, and the Structural Transformation of the Enterprise
4 August 2026
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by AIMG

This 16-page AIMG Special Report examines the economics of enterprise AI, analysing why record levels of investment in AI have yet to translate into widespread business value. It explores the macroeconomic forces shaping AI adoption, the microeconomics of AI return on investment, the sector-specific impact of agentic AI, and the long-term implications for productivity, labour markets, software economics, and corporate strategy. The report concludes with practical recommendations for boards and senior executives on how to allocate AI investment to maximise long-term enterprise value.

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