Global Scans · Software · Weekly Summary

• [New] The overall ICT sector - including hardware, software, IT services, and telecom - is projected to grow at approximately 9.3% CAGR over the 2025-2030 period. itaadmin
• [New] In 2026, enterprises increasingly adopted software platforms that provide monitoring, governance, and security controls for AI agents to mitigate risks associated with autonomous systems accessing critical IT infrastructure and business applications. MarkNtel Advisors
• [New] Qualcomm said it will acquire AI chip software startup Modular in an all-stock deal valued at $4 billion, giving the mobile chip giant a deeper software stack for running AI models across different processors. Tech Startups - Tech News, Tech Trends & Startup Fundin
• [New] The Compression Threat: Breakthroughs in AI software efficiency, such as Google's TurboQuant, could fundamentally reduce the physical memory capacity required per server, potentially dampening long-term demand. / South Korea Bingx Exchange
• [New] AI insurance is emerging in 2026 because cheaper inference, larger agent deployments, and explicit generative-AI exclusions in commercial policies are pushing enterprises toward software that can govern, audit, and transfer the risk of autonomous AI actions. Windows Forum
• [New] Agentic AI delivers that, and Gartner predicts that by 2028, 33% of enterprise software applications will include agentic capabilities. Kore AI
• [New] The software automation segment is predicted to lead with a share of approximately 44.6% in 2026, as it has become the core of mining automation due to its ability to connect and control everything in real time. Persistence Market Research
• [New] AI-driven cyber attacks, ransomware attacks, software vulnerabilities, risks associated with cloud security, and supply chain attacks are still top of mind for businesses across the globe. Boston Institute of Analytics
• [New] Google's Threat Intelligence Group successfully prevented cybercriminals from exploiting a zero-day vulnerability using AI to target software weaknesses. Yahoo News
• [New] IBM Bob is an AI-powered development tool for enterprise developers that can plan, execute, validate and govern multi-step modernization tasks across the software development lifecycle. Planet Mainframe
• [New] SCM software with agentic AI capabilities will grow to $53 billion by 2030. Glorium Technologies
• [New] Global software spending continues to grow, projected to reach roughly $1.43 trillion in 2026. Forbes
• 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
• 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
• 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
• Gartner projects global software spending will reach $1.43 T in 2026, a 15.1% year-over-year increase. Zylo
• The software and tooling layer alone was forecast at $26.5 billion in 2026, growing near 20% a year. TechnologyChecker.io
• 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
• 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
• 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

Last updated: 29 June 2026