Global Scans · Software · Weekly Summary

• [New] Telematics and fleet-management subscriptions doubled year over year, contributing to a 24% increase in software-based subscription revenue and pushing toward a target that 20% of EBIT comes from aftermarket software by 2026. Medium
• [New] By 2027, spending on Generative AI in the software sector alone could reach between $175 billion and $250 billion. demandsage
• [New] OpenAI has launched Aardvark, a GPT-5 - based assistant designed to help developers identify and fix software vulnerabilities efficiently. Medium
• [New] Video-generating software like OpenAI's Sora showcase the inevitability that AI content will funnel into the mainstream. Variety
• [New] By 2028, at least 15% of day-to-day work decisions will be made autonomously through agentic AI, and 33% of enterprise software applications will incorporate agentic AI. Business Insider
• [New] 82% of developers will adopt AI-assisted coding tools by 2025, underscoring the growing importance of central tools such as GPT Engineer in software development. Business Process Outsourcing Services | Unity Communica
• [New] Stellantis will design, develop and produce autonomous vehicles based on its Light Commercial Vehicle and STLA Small AV-Ready platforms, integrating Nvidia DRIVE AV software to enable Level 4 driverless capabilities. Robotics & Automation News
• [New] Nvidia will provide its Nvidia DRIVE AV software, including L4 Parking and L4 Driving features based on the Nvidia DRIVE AGX Hyperion 10 architecture. Robotics & Automation News
• [New] Uber will operate robotaxis services, expanding its fleet with Stellantis vehicles integrating Nvidia DRIVE AV software. Robotics & Automation News
• [New] Hyundai Motor Group will use Nvidia Omniverse and Cosmos platforms to develop factory digital twins and validate autonomous vehicle software. Automotive World
• [New] Tesla's valuation will be driven by the Full Self-Driving (FSD) software, representing roughly 17%, and the Optimus humanoid robot, at around 19%. EV
• [New] Tesla has been increasingly positioning itself as an AI-driven company, with Elon Musk frequently emphasizing the long-term potential of its Full Self-Driving (FSD) software and products like Optimus, both of which are heavily driven by AI. TESLARATI
• [New] Samsung will use Nvidia's cuLitho software to speed up computational lithography, a key step in chipmaking that determines circuit precision. Mint
• [New] Washington is considering sweeping export controls that could block the shipment of hardware and products built with U.S. software to China, ranging from consumer electronics to jet engines. Tech Startups - Startups and Technology news
• [New] The U.S. would put export controls on any and all critical software, which could significantly impact AI leaders like Nvidia. CNBC
• Enterprise software sales through hyperscaler cloud marketplaces are set to increase more than five times, from $30 billion in 2024 to $163 billion by 2030. CIO Dive
• Enterprise software sales through hyperscaler cloud marketplaces will soar from $30 billion in 2024 to $163 billion by 2030 - driven by agentic AI demand, strategic cloud commitments, and an expanding partner-led ecosystem growth. RCR Wireless News
• 33% of enterprise software applications will include agentic AI by 2028, marking a fundamental shift toward intelligent business automation. Kodexo Labs
• With new entrants and growing public interest, the U.S. is expected to contribute nearly 25% of global robotaxi software revenue by 2046. 2Ner
• Software revenue from robotaxi services is projected to grow 1,000 times over the next two decades, signaling a seismic shift in urban mobility. 2Ner
• As AI models continue to evolve, they highlight the need for robust frameworks like the one Microsoft previewed, creating a synergy that could lead to more innovative software solutions. Coaio Limited
• Companies are deepening their investment in generative AI solutions, with spending on GenAI software and related hardware expected to reach $143 B USD by 2027. CloudTweaks

Last updated: 10 November 2025