Global Scans · Software · Weekly Summary

• [New] If Tesla receives federal regulatory approval for unsupervised driving by mid-2026, the software-like margins of the Tesla Network could justify a $2 trillion valuation. Bingx Exchange
• [New] Similar to Amazon's AWS, Tesla could eventually license its FSD software or Dojo compute power to legacy OEMs who are failing to develop proprietary autonomous stacks, transforming Tesla into a high-margin software licensor. Bingx Exchange
• [New] Software spending in the U.S. will almost triple to US$ 2.8 trillion by 2037, driven by productivity gains as human tasks get automated. Guardian Capital
• [New] In 2026 the rapid rise of generative AI (Gartner) will result in a 170% increase in software application issues as well as additional risks uniquely associated with AI (Gartner). HCLSoftware
• [New] By 2026, over 60% of organizations will mandate SBOMs in their procurement processes for critical software, up from less than 5% in 2023. Dupple
• [New] The sizable investment could see Nvidia evolve from a chipmaker with an impressive software stack into a bona fide frontier lab capable of competing with OpenAI and DeepSeek. Wired
• [New] In 2026, resilience in software delivery will come from automation: policy enforcement, continuous monitoring, real-time cost optimization, and intelligent quality control working together as a unified framework. The AI Journal
• [New] Employment for software developers, quality assurance analysts and testers will increase 15% from 2024 through 2034 - far faster than the average for all jobs. AOL
• [New] As software-as-a-service (SaaS) providers faced an existential threat from autonomous AI agents, the Consumer Staples Select Sector SPDR Fund saw renewed interest, with investors seeking shelter in companies with predictable earnings and high dividend yields. Valley City Times-Record
• [New] Datadog, MongoDB and ServiceNow are other software companies hit by AI disruption fears. CNBC
• [New] AI systems could achieve superhuman coding abilities by early 2027, capable of autonomously writing, testing, and deploying complex software. Skypage
• [New] By mid-decade, more than 80% of enterprise software vendors will include AI features as standard components. Futurism
• [New] Gartner's best-case projection puts agentic AI at roughly 30% of enterprise application software revenue by 2035, potentially exceeding $450 billion. Clawd Bot
• [New] 75% of enterprise software engineers will use AI code assistants by 2028 - up from under 10% in early 2023. Reenbit
• [New] Agentic AI could drive 30% of all enterprise application software sales by 2035, up from just 2% in 2025. Yahoo Finance
• [New] Anthropic will integrate its Claude agent software directly into Intuit's platform, allowing Intuit's business customers to build and deploy AI agents. Sophic Capital
• An EY India survey states, In the next five years, generative AI is expected to increase productivity in the software development space by 43-45%, due to an increased number of IT projects using it. NERDBOT
• By the end of 2026, 80% of enterprises will have moved from AI pilots to full operational deployment, essentially baking intelligence into the way software is made from day one. Sigma Infosolutions

Last updated: 16 March 2026