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Bain & Company

AI to Shift $4.7 Trillion in Corporate Profits by 2035, Bain Finds

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AI to Shift $4.7 Trillion in Corporate Profits by 2035, Bain Finds

New York – September 12, 2026 -- Artificial intelligence will put $4.7 trillion of global corporate profits at stake by 2035, more than tripling the $1.4 trillion profit shift triggered by the Internet over two decades, according to a new analysis from Bain & Company.

AI reshapes 71% of sectors versus 41% for the Internet

Bain's study of 92 individual sectors finds AI will structurally transform 71% of industries, compared with 41% during the Internet era, extending into physical production and knowledge work the earlier technology wave never reached, including industrial manufacturing, healthcare delivery and pharmaceutical R&D.