MAY 20, 2025

From e-commerce to AI: 5 industries that will shape the global economy

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Global economic shifts are accelerating. Innovation, digital demand, and tech disruption are reshaping industries worldwide.

According to McKinsey Global Institute, these sectors could grow their share in global GDP from 4% today to 16% by 2040.

E-commerce market size could surge from $4 trillion in 2022 to $20 trillion by 2040, fueled by global internet access and digital payment growth.

E-commerce

AI software and services may reach $4.6 trillion in revenue by 2040, up from $85 billion in 2022, with AI use cases growing across sectors.

Artificial intelligence

Cloud services revenue is projected to grow from $220 billion in 2022 to $3.4 trillion by 2040, driven by enterprise tech migration.

Cloud services

The EV industry could expand from $450 billion in 2022 to $3.2 trillion by 2040, as nations push for zero-emission mobility solutions.

Electric vehicles (EVs)

Global digital ad spending may grow to $2.9 trillion by 2040, up from $520 billion in 2022, led by AI-targeted campaigns and mobile usage.

Digital advertising

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