Building the intelligent economy
Insights
AI economy is advancing
Hover or tap any icon to see the number behind it.
- AI economy 2023-present
- Digital economy 2010-present
Building Blocks of the digital and ai economies
relative maturity today
- Nascent
- Emerging
- Scaling
- Mature
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Infrastructure
AI economy
~4 gigawatts of live DC capacity
Expansion of compute and data centres (DC)
Digital economy
98% 4G coverage
Internet connectivity becomes ubiquitous
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User growth
AI economy
243M GenAI Users
58% of the working population are using GenAI
Digital economy
446M Internet Users
Consumers across SEA-6 go online
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Usage depth
Usage depth
Consumer use cases account for ~60% of regional AI usage
However, enterprise workloads form the bulk of usage in Singapore and Malaysia – the two most AI-mature markets.
AI economy
~2 AI sessions/week
Occasional queries turn into daily conversations; use cases evolve from basic tasks to complex problems
Digital economy
39 hrs/week online
SEA-6 usage deepens from minutes to hours daily across many activities
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Commercialisation
Commercialisation
Significant headroom to grow
Only 1–2% of the SEA-6 population pay for GenAI accounts. Most remain on free tiers, with upgrades driven by access to advanced models and higher limits.
AI economy
Usage monetised via subscriptions, ads, and agent-executed transactions
Digital economy
~$367B GMV
Engagement boosts digital economy GMV in core sectors
1. Data centre capacity in 2025 excludes commissioned capacity that was still in development at the time.
2. Excludes work-, study-, and health-related use cases.
Sources: ITU; Datareportal; Google/YouGov, Uncovering AI Adoption, Trust, and Autonomy in SEA, SEA-6, July 2026, n=9,006 AI users; Bain analysis
AI is reshaping consumer journey
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- High AI Usage
- Medium AI Usage
- Low AI Usage
- Combination of AI
- Mostly AI embedded in app
- In development
Customer journey
Vertical
Discovery
Evaluation
Decision
Transaction
Post-purchase
Ecommerce
Online travel
Online media
Digital financial services
Mobility and food
AI has a limited role to play in low-stakes or routine tasks like ordering food or booking transport.
Discovery + Evaluation
Consumers are discovering and evaluating options more thoroughly with AI. Total touchpoints increased across the consumer journey
Decision
Consumers find AI most useful when they are considering big‑ticket purchases and finding the best deals, particularly in e‑commerce and travel.
Transaction
Given high values and low tolerance for errors, consumers continue to execute final transactions manually.
Post-purchase
Post purchase AI improves delivery accuracy and service efficiency without compromising customer satisfaction.
Sources: Google/YouGov, Uncovering AI Adoption, Trust, and Autonomy in SEA, SEA-6, July 2026, n=9,006 AI users; Bain analysis
AI-focused companies captured ~80% of private funding
1. Includes AI development tools, models, and AI-native or AI-as-a-feature offerings, and excludes data centres, semiconductors, and physical AI companies.
Source: Bain analysis
3 in 4 consumers are open to delegating transactions to AI within guardrails
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SEA-6 Average
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Find the best price and buy a product for me
SEA-6 Average
75%
- Indonesia
- 84%
- Singapore
- 59%
- Malaysia
- 74%
- Thailand
- 85%
- Philippines
- 74%
- Vietnam
- 79%
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Schedule follow-up appointments automatically
SEA-6 Average
59%
- Indonesia
- 43%
- Singapore
- 65%
- Malaysia
- 58%
- Thailand
- 60%
- Philippines
- 60%
- Vietnam
- 58%
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Manage my streaming subscriptions
SEA-6 Average
52%
- Indonesia
- 53%
- Singapore
- 48%
- Malaysia
- 47%
- Thailand
- 49%
- Philippines
- 54%
- Vietnam
- 58%
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Order food based on my preferences and past orders
SEA-6 Average
49%
- Indonesia
- 49%
- Singapore
- 51%
- Malaysia
- 48%
- Thailand
- 47%
- Philippines
- 50%
- Vietnam
- 50%
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Reorder household essentials when supplies run low
SEA-6 Average
49%
- Indonesia
- 43%
- Singapore
- 53%
- Malaysia
- 47%
- Thailand
- 48%
- Philippines
- 46%
- Vietnam
- 47%
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Plan and book trip based on my budget and preferences
SEA-6 Average
47%
- Indonesia
- 47%
- Singapore
- 34%
- Malaysia
- 46%
- Thailand
- 60%
- Philippines
- 40%
- Vietnam
- 55%
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Book my regular commute or ride automatically
SEA-6 Average
42%
- Indonesia
- 35%
- Singapore
- 45%
- Malaysia
- 41%
- Thailand
- 44%
- Philippines
- 44%
- Vietnam
- 36%
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Handle travel rebooking, refunds or compensation
SEA-6 Average
42%
- Indonesia
- 38%
- Singapore
- 48%
- Malaysia
- 39%
- Thailand
- 41%
- Philippines
- 40%
- Vietnam
- 37%
1. Responses to the question, “Assuming the AI assistant is generally reliable, for each task below, would you actually be comfortable allowing AI to do it on your behalf?”, n = 9,006
2. Responses to the question, “What is the highest spending limit you would be comfortable allowing AI to make decisions for without your approval?”, n = 9,006.
Source: Google/YouGov, Uncovering AI Adoption, Trust, and Autonomy in SEA, SEA-6, July 2026, n=9,006 AI users
Download country-specific reports
Listen to the TL;DR
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PODCAST
Digital Financial Services
Shifting focus from widening access to deepening everyday usage and monetisation.
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PODCAST
Ecommerce
GMV reaches $226B in 2026, underpinned by deeper engagement, faster fulfilment, and higher basket values.
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PODCAST
Mobility & Food
Transaction volumes and AI features drive growth, as new entrants and evolving rules shift sector economics.
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PODCAST
Online Travel
GMV cruises to $59B in 2026, continuing double-digit growth despite geopolitical headwinds disrupting travel corridors.
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PODCAST
Online Media
GMV reached $44B in 2026; online ads remain the biggest contributor, as growth accelerates for a fourth straight year.
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PODCAST
All Sectors
SEA's digital economy sustains its growth trajectory at 17% in 2026, showing resilience against geopolitical and macroeconomic challenges.