Global Scans · Software · Weekly Summary

• [New] (IDC Worldwide AI Spending Guide) AI software alone will account for $157 billion of the 2026 global AI spending total. Uvik Software
• [New] (IDC) Enterprise software spending is projected to hit $1.4 trillion in 2026, a 15% year-over-year increase. Uvik Software
• [New] (Gartner) Global IT spending on software is expected to grow 9.8% in 2026, exceeding $6 trillion total. Uvik Software
• [New] Software spending is expected to increase 14% in 2026, with AI deployments adding to investments in security, optimization, and analytics, per IDC's 2026 forecast. SQ Magazine
• [New] SAP will integrate n8n's automation platform into Joule Studio, aiming to grow automation and agentic AI across its enterprise software. Verdict
• [New] As automakers continue prioritizing electrification, software scalability, and vehicle intelligence, powertrain domain control unit platforms will emerge as a critical foundation enabling the next generation of connected, efficient, and software-defined mobility systems worldwide. Morningstar, Inc.
• [New] (LinkedIn / WEF) By 2030, the global software-talent shortfall is projected at ~82.5 million unfilled coder roles, with ML and AI engineering among the worst-affected categories. Uvik Software
• [New] In 2026, the startup environment is shaped by three hard realities: software is easier to build, capital is more selective, and customers expect faster outcomes. Startupik
• [New] AI could improve threat detection, vulnerability discovery, software security, system management, and incident response. UKAuthority
• [New] AI agents could eventually become the dominant users of software, fundamentally reshaping software architecture and competition. MarketingProfs
• [New] Gartner still expects agentic AI software spending to rise sharply, but warns that poorly planned automation can create operational gaps. Tech Startups - Tech News, Tech Trends & Startup Fundin
• [New] The antivirus and security software segment is likely to experience the fastest CAGR of 12% from 2026 to 2034 due to the escalating frequency and sophistication of cyber threats. Market Data Forecast
• [New] A monitoring system called LedgerScan - an off-chain, cloud-based DTCC software that resides in a public cloud and scans the underlying blockchains - will track token movements and Registered Wallet holdings in near real time. Technocracy News
• [New] Australia's largest cybersecurity firm has issued an urgent warning about a powerful new artificial intelligence tool that can find and exploit flaws in software at unprecedented speed and scale, and which experts fear could trigger the next wave of major data breaches. The Sydney Morning Herald
• [New] Software content per vehicle is expected to account for 30-40% of total vehicle value by the end of this decade, fundamentally altering supplier economics. BUSINESS 2.0 NEWS
• [New] The shift to SDVs is creating a $120 billion annual opportunity in automotive software, services, and over-the-air (OTA) update monetization. BUSINESS 2.0 NEWS
• [New] Agentic AI could drive ~30% of enterprise software revenue by 2035, surpassing $450 billion (up from 2% in 2025). Ringly.io
• [New] 33% of enterprise software apps will include agentic AI by 2028, up from less than 1% in 2024. Ringly.io
• [New] By 2026, AI agents are projected to become the default interface for software interaction, fundamentally redefining the nature of work itself. LinkedIn
• [New] Why 2026 Could Mark the Software Sector's AI-Driven Comeback The conversation around AI has largely been dominated by chips and infrastructure, but 2026 may mark a meaningful shift toward software-led value creation. LinkedIn

Last updated: 18 May 2026