Global Scans · Software · Weekly Summary

• [New] The NCSC has outlined a vibe coding spectrum approach to AI-assisted software development, emphasising that different levels of oversight are required depending on the risk and context of the code being developed. UKAuthority
• [New] 57% of global mobile connections will be on 5G by 2030, with operators expected to invest approximately US$ 1.2 trillion in network infrastructure between 2025 and 2030, supporting the adoption of software-defined, cloud-managed networking models. Persistence Market Research
• [New] Software is expected to account for 64% of revenue in 2026. Persistence Market Research
• [New] Vendors that combine device hardware, connectivity, software and lifecycle security will be positioned to capture a larger portion of the USD 537 billion projected revenue pool while pure hardware suppliers face continued pricing and commoditization pressure. KEN research
• [New] Facebook plans to spend $10 billion in 2026 on Facebook Reality Labs, its metaverse division tasked with creating AR and VR hardware, software, and content. VirtualSpeech
• [New] Europe's continued focus on sustainability, emissions reduction, and electrification is expected to generate significant opportunities for suppliers specializing in compact, efficient, and software-enabled drive module solutions. Persistence Market Research
• [New] For context, total worldwide IT spending is forecast at $6.37 trillion in 2026, up 14.2%, with services the slowest-growing major segment other than communications: data center systems are up 62.5% to $822 billion, software up 15.5% to $1,468 billion, IaaS up 29.3% to $287 billion. You-Source
• [New] In 2026, leading CRM software insurance platforms will use AI to consolidate and analyze data from IoT devices, wearables, social media, etc., to get a detailed view of their customers. NASSCOM | The Official Community of Indian IT Industry
• [New] Increasing adoption of AI-powered driver monitoring systems is expected to stimulate demand for vision sensors, edge AI processors, and integrated safety software while supporting compliance with evolving vehicle safety regulations worldwide. MarkNtel Advisors
• [New] As vehicles and machinery become more connected and software-dependent, the AAAA will continue pushing for a Right to Repair framework that evolves with technology and works in the real world - for repairers, motorists, farmers, and the broader Australian economy. AAA Magazine
• [New] Fastest-growing Segment: Software is the fastest growing segment at a CAGR of 37% (2026-2033), driven by demand for AI simulation platforms, robot operating systems, and real-time inference software across autonomous systems. Persistence Market Research
• [New] Google DeepMind has introduced Gemini 3.5 Flash Cyber, a specialized AI model designed to help security teams find, validate, and remediate software vulnerabilities more efficiently. Exploring Information Security
• [New] Microsoft has announced MAI-Cyber - 1-Flash, a cybersecurity-focused AI model designed to identify and help remediate software vulnerabilities within its MDASH security platform. Exploring Information Security
• The software segment is projected to register the fastest growth at a CAGR of 19.8% during 2026-2034, supported by increasing adoption of artificial intelligence, autonomous mission management, advanced analytics, and cloud-based satellite operations. Straits Research
• A recent Motley Fool Money segment addressed a growing fear among software investors: that generative AI could make much of the SaaS industry obsolete. 24/7 Wall St.
• By the end of 2026, AI copilots will be embedded in 80% of workplace software. Seed & Society
• Within the next three years, the most significant disruption from AI development platforms will not be the disappearance of software developers. Manoj Gopanapalli
• Exposure to the software sector could pose risks for private credit, given the potential disruption from artificial intelligence, economists at the Bank for International Settlements have warned. Central Banking
• NAVER plans to launch an AI agent platform in Korea in the second half of the year, powered by NVIDIA Agent Toolkit software including NVIDIA NemoClaw blueprints. GlobeNewswire
• The fantasy sports software solutions development industry is expected to cross $30 billion in the next 5 years globally. Trango Tech

Last updated: 24 August 2026