Infra CEOs Bullish on Growth, AI Adoption Despite Global Uncertainty: KPMG Report
The report highlights growing confidence among CEOs in the sector, driven by increasing investments in artificial intelligence (AI), sustainability initiatives, and strategic mergers and acquisitions (M&A). According to the survey, 59% of CEOs expect M&A activity to have a moderate impact on their businesses, compared to 37% in 2024, reflecting a renewed focus on consolidation and capability expansion.
AI has emerged as one of the top investment priorities for infrastructure and transport companies. CEOs believe AI can significantly improve project delivery, asset performance, operational efficiency, and energy management. However, adoption challenges remain, with 60% of respondents citing lack of regulation and 58% pointing to ethical concerns as major barriers to AI implementation.
The report also underlines the importance of supply chain resilience amid shifting geopolitical dynamics. Companies are increasingly diversifying sourcing strategies and regional operations to reduce dependency risks. At the same time, decarbonising supply chains continues to be the biggest hurdle in achieving net-zero goals, identified by 32% of CEOs surveyed.
KPMG noted that while sector leaders are optimistic about future opportunities, success will depend on turning strategic ambitions into practical execution, particularly in areas such as technology adoption, workforce development, financing, and project performance.
The report further points to rising investments in workforce reskilling and digital capabilities as companies prepare for rapid transformation across infrastructure and transportation sectors globally.
Published on:
26 May 2026
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