Global Scans · Software · Weekly Summary

• [New] A full 84.5% of respondents (n = 284) expect AI software, including copilots, to drive growth for their business in 2026, and 83.9% of respondents (n = 248) expect AI consulting to drive growth for their business in 2026. Futurum
• [New] Beyond AI software and consulting, 75.7% of respondents (n = 185) expect application development to drive growth for their business in 2026. Futurum
• [New] Analysts expect a large share of enterprise software to include task-specific AI agents by the end of the year. BrainBox Automations
• [New] Samsung expects software to load model weights into DRAM, so the attached DRAM block supplies the second operand. Chips and Cheese
• [New] The enterprise software market's base-case trajectory, rising from $379 B in 2025 to $762 B in 2031 at a 12.2% CAGR, creates room for vertical specialists to grow without displacing horizontal incumbents. Futurum
• [New] AI application software and AI infrastructure software are gaining momentum, projected to rise to 13% and 11% respectively in 2026, up from 8% and 6% in 2024. BuildEZ
• [New] The intersection of AI and software development is accelerating quickly, and by 2026 it will fundamentally reshape how engineering teams design, build, and operate digital products. EVOKEHUB
• The software segment is anticipated to register the fastest growth, expanding at a CAGR of 14.2% between 2026 and 2033, supported by rising adoption of analytics platforms, digital twins, and subscription-based solutions. Persistence Market Research
• IBM Corporation represents the most consequential disruptive entrant, leveraging its Watson-based AI platform to pursue port digitalization contracts from a software-first position that bypasses traditional hardware procurement channels entirely. Persistence Market Research
• By 2026, about 80% of software engineering organizations will establish platform teams - Gartner. Modern Data 101
• Microsoft has attributed the recent growth in security updates in part to its increased use of AI-assisted vulnerability discovery across its software. Netizen
• The U.S. Transportation Security Administration has been piloting AI-enabled Automated Threat Recognition (ATR) software under its NextGen EDS program, with rollout planned across major U.S. airports through 2027. Persistence Market Research
• 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
• Software represents the fastest-growing component segment through 2033, driven by rising demand for AI-powered analytics platforms converting device data into clinical insights. Persistence Market Research
• Services represent the fastest-growing offering segment, projected to expand at a CAGR of 29.4% between 2026 and 2033, driven by rising demand for managed cybersecurity monitoring, over-the-air platform management, and professional integration services supporting software-defined vehicle deployment. Persistence Market Research

Last updated: 21 September 2026