[New] Worldwide AI spending is forecast to reach roughly $2.5 trillion in 2026, up about 44% year over year - split across infrastructure, services, and software.
Unico Connect
[New] The AI coding category is one of the highest-growth enterprise software segments in 2026, and Cursor's SpaceX deal will accelerate its positioning as the premium option for engineering-intensive organizations.
Unrot
[New] Industry observers expect machine-generated traffic to surpass human-generated traffic within 2027, prompting broader changes across cloud computing, search systems, databases, and enterprise software platforms.
MarketingProfs
[New] Gartner projects global software spending will reach $1.43 T in 2026, a 15.1% year-over-year increase.
Zylo
[New] The software and tooling layer alone was forecast at $26.5 billion in 2026, growing near 20% a year.
TechnologyChecker.io
[New] IT and software services are anticipated to dominate with a share of nearly 53.1% in 2026, as they are both creators and users of AI.
Persistence Market Research
[New] AI spending is now a capital-formation and infrastructure cycle as much as a software cycle: Global CapEx on data centers is forecast to reach $2.9 trillion through 2028.
JD Supra
[New] 40% of enterprise applications will feature task-specific AI agents by the end of 2026, up from less than 5% in 2025, and that agentic AI could drive around 30% of enterprise application software revenue, more than $450 billion, by 2035.
Institutional Business Press
[New] 85% of software professionals expect to use generative AI in 2026 to augment tasks like coding and user story generation, up from 46% in 2024.
TPLEX
[New] Gartner has identified agentic AI as the top strategic technology trend for 2026, predicting that by 2028, 33% of enterprise software applications will include agentic AI, up from less than 1% in 2024 [source: Gartner, Top Strategic Technology Trends for 2026].
TechTicker
[New] By 2035, agentic AI could account for nearly 30% of enterprise application software revenue - exceeding $450 billion.
AIChainTech
[New] Gen AI could unlock $50 billion to $70 billion of insurance industry revenue, with the highest impact on marketing and sales, customer operations, and software engineering dimensions.
Octo Telematics -
[New] Modern AI tools are better than the best cybersecurity professionals at identifying critical vulnerabilities in secure software, potentially making them the world's most powerful hacking tools.
Council on Foreign Relations
[New] Spend on asset management software tools across the utilities industry will grow at a CAGR of 10% from $1.3 billion in 2022 to $2 billion in 2026.
Default
[New] MR analysis, demand for generative design software and services is estimated to grow to USD 0.4 billion in 2026 and USD 2.9 billion by 2036.
FactMr
While Generative AI (2023-2025) could describe work, Agentic AI (2026) can do the work-navigating software, executing complex multi-step workflows, and taking accountability for outcomes without human hand-holding.
LuMay AI
Software will make commercial vehicles even smarter, more modular, and more cost-efficient in the future.
Automotive World
To win new mandates in R&D and software, Ontario and Quebec could consider co-investing with assemblers and parts manufacturers in shared research, testing and validation facilities.
RBC
By 2026, AI Software Development will no longer be an optional accelerator but the core fabric of modern delivery pipelines across enterprises and scale-ups. / Australia
EVOKEHUB
Last updated: 15 June 2026
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