The state of AI and the new grammar of value

From Stanford's AI Index to McKinsey's State of AI: artificial intelligence has become an economic infrastructure. Five forces and the new grammar of value.

In recent months, the leading international reports on the evolution of artificial intelligence have painted a picture that is now unmistakable. From Stanford University’s AI Index 2025 to McKinsey’s State of AI, through insights from Google Cloud, Google Forward, and the Google Environmental Report, all converge on the same conclusion: artificial intelligence is no longer a technology to be integrated — it is a new infrastructure underpinning the global economy.

In my daily experience working alongside companies, newsrooms, and innovation projects, I recognize in these five points the forces that are genuinely changing the way we work, communicate, and compete. This is where you measure the distance between those who talk about AI and those who are already bringing it into governance.

1. From experimentation to economic infrastructure

AI is no longer an “innovative project.” It has become a macroeconomic variable.

According to the AI Index 2025, 78% of global organizations already use AI in at least one function, up from 55% a year ago. Private investment in the United States has exceeded $109 billion, with generative AI alone reaching $33.9 billion.

But simply “having” AI is not enough: you have to govern it. As McKinsey notes, value is created when AI enters governance. Among companies that derive real benefits from it, 28% have the CEO as the direct owner of AI strategy, and 21% have redesigned their workflows end-to-end to incorporate it into their processes.

AI must not be used — it must be governed. It needs to be brought to the top of the org chart, not left in the lab.

2. From chat to action: the era of agents

2025 marks the shift from AI that responds to AI that acts. “Agentic” systems capable of reading data, orchestrating pipelines, and producing verifiable outputs are redefining entire value chains, as shown by the Google Cloud AI Trends 2025 report.

The global Business Process Outsourcing (BPO) market, currently worth $250 billion, will be the first to be transformed: less repetitive labor, more automated orchestration. The priority shifts to observability, security, and operational governance.

Talking to AI is no longer enough: today you need to put it to work. Agents are the new operational force of the enterprise.

3. The economics and sustainability of computing power

Artificial intelligence has a physical cost: energy, cooling, materials. But it is also becoming a lever for industrial and environmental efficiency.

The Google Environmental Report 2025 reveals that next-generation data centers deliver six times more computing power per unit of energy than five years ago, with an average PUE of 1.09 — among the best in the world. Google has also signed 8 GW of new Power Purchase Agreements and reduced data center-related emissions by 12%.

Those who design AI and energy as a single system build both competitive advantage and reputational advantage. Efficiency is no longer an ethical issue: it is a line item on the income statement.

4. The European window: integrating as a competitive advantage

According to the Google Forward — Unlocking Europe’s AI Potential report, AI can generate up to 1.2 trillion euros of additional GDP for the European Union over the next ten years (+8%). The gap with the United States does not stem from a lack of research, but from insufficient private investment and slow industrial adoption.

Europe, however, possesses an intrinsic advantage: data quality, regulation, and a culture of trust. As Ursula von der Leyen remarked at the AI Action Summit 2025: “Global leadership is still entirely up for grabs.”

Europe does not need to chase Silicon Valley: it needs to industrialize its own intelligence. Adopt methodically, integrate securely, scale with ethics and interoperability — European value lies in coherence.

5. The new interface of knowledge

Digital assistants, “assistive” search engines, and vertical agents are redrawing the relationship between people and information. The act of clicking is giving way to synthesis: visibility no longer depends on position in the results, but on citability.

As Google Cloud also underscores — confirming what we have been explaining to the companies we work with on acceleration programs for some time — organizations that produce computable data — clear, verifiable, and consistent — enter the response graph of LLM engines.

This is the logic underpinning the work we carry out with our partners: building content and digital architectures that speak the language of machines without losing their human dimension.

Through an integrated method combining semantic SEO, data architecture, and AI-ready editorial design, we are already helping numerous newsrooms and companies become recognized, citable sources — not simply online presences.

You do not need to shout louder online: you need to be citable. In the AI era, those who are understood win — not just those who are found.

AI and information: a demanding but fair ally

In the world of information, AI is not the enemy: it is an ally that imposes higher standards. It does not replace journalism; it pushes it toward greater traceability, verifiability, and editorial responsibility.

A news organization that can design content that is comprehensible to people and readable by machines becomes the new interpreter of the information ecosystem.

This is the direction in which we guide newsrooms and brands through our acceleration program, built on proprietary frameworks that combine technology, data, and editorial method. Our mission is to transform content production into a computable, citable, and strategic process capable of generating trust and positioning.

The organizations that adopt this approach do not merely survive change: they prove more resilient and become its protagonists, helping to define the new rules of visibility.

Artificial intelligence is a demanding but fair ally: it rewards those who design for quality and penalizes those who improvise.

Working every day alongside those who innovate, I see an increasingly clear paradigm shift: artificial intelligence does not replace people — it amplifies what they do best.

The real challenge is not adapting, but governing this change with clarity and vision, turning complexity into opportunity. Because AI is not the future of technology — it is the present of human intelligence.

Frequently asked questions

No: it has become a new economic infrastructure. According to the AI Index 2025, 78% of global organizations already use it in at least one function, up from 55% the previous year.

It means bringing it to the top of the org chart: value is created when AI enters governance, with the CEO owning the strategy and workflows redesigned end-to-end.

The shift from AI that responds to AI that acts: agentic systems that read data, orchestrate pipelines, and produce verifiable outputs, redefining entire value chains.

In the AI era, visibility no longer depends on ranking position but on citability: those who produce clear, verifiable, and consistent data enter the response graph of LLMs.

AI can generate up to 1.2 trillion euros of additional GDP for the EU over ten years: Europe's advantage lies in data quality, regulation, and a culture of trust.