AI transformation set to shift corporate profits by $4.7 trillion

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Dive Brief

The technology’s effect on productivity, market share and innovation will deliver more profound change than the rise of the internet, according to Bain & Co.

Published Sept. 9, 2026

Dive Brief:

  • AI will bring deep transformation to nearly three-quarters of business sectors by 2035, putting $4.7 trillion in profits at stake, according to a Tuesday report from Bain & Co. The global management firm compared profit trends and structural changes from the early era of the internet to understand how the technologies differ in their effect on business operations.
  • Whereas the internet’s main impact was slashing the cost of distribution, and easing customer access for businesses, AI collapses the cost of production itself, Bain & Co.’s research found.
  • CIOs who want to understand how their industry will be affected should continue to push their tech transformations, Dunigan O’Keeffe, a partner in Bain & Co.’s...

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