The word assume applies as predicting the future's a fool's game due to quantum and the two laws of thermodynamics. There is no certitude yet this report assumes the market will increase nearly 10 fold within the space of 9 years as BAU (Business as Usual) applies.
Notice, there is no analysis about the inevitable costs of said tech beginning with the eating the world scenario regarding the intense resource requirements to drive said systems as tech companies are contemplating buying nuclear reactors to power the tech in question. Another issue not discussed is maintenance as GPU life spans are 2-3 years at best so the data centers in question must be constantly updated in order for the AIs to function and lastly, we haven't even discussed the woeful power grid situation or climate change as CC impacts the making of stuff in ways boggling the mind.
In essence, the word assume is the most dangerous word in any language as it is truly the Ass of You & Me. :)
Factoid, systems hallucinate as LLMs have run out of content to crunch so AI companies are asking the AI's to create artificial experiences, a process akin to the in-breading of the royals with Charles II of Spain as poster child.

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