Global Scans · Software · Weekly Summary

• [New] The software segment is projected to register the fastest growth at a CAGR of 19.8% during 2026-2034, supported by increasing adoption of artificial intelligence, autonomous mission management, advanced analytics, and cloud-based satellite operations. Straits Research
• [New] A recent Motley Fool Money segment addressed a growing fear among software investors: that generative AI could make much of the SaaS industry obsolete. 24/7 Wall St.
• [New] By the end of 2026, AI copilots will be embedded in 80% of workplace software. Seed & Society
• [New] Within the next three years, the most significant disruption from AI development platforms will not be the disappearance of software developers. Manoj Gopanapalli
• [New] Exposure to the software sector could pose risks for private credit, given the potential disruption from artificial intelligence, economists at the Bank for International Settlements have warned. Central Banking
• [New] NAVER plans to launch an AI agent platform in Korea in the second half of the year, powered by NVIDIA Agent Toolkit software including NVIDIA NemoClaw blueprints. GlobeNewswire
• [New] The fantasy sports software solutions development industry is expected to cross $30 billion in the next 5 years globally. Trango Tech
• [New] There was going to be an opportunity for all of coding to change in the next five years and for all of software development to flow through models. Observer
• [New] China is expected to register rapid software adoption driven by massive mobile consumer populations and increasing levels of urban work-related stress. Persistence Market Research
• [New] AI agents will eventually rival the capabilities of human traders, while OpenAI and Anthropic are racing to build increasingly autonomous systems that can navigate software and complete complex tasks on their own. CoinDesk
• OpenAI was testing GPT-5.6 Sol and a more powerful unreleased model using ExploitGym, a benchmark that challenges AI systems to find and exploit software vulnerabilities. Live Science
• Worldwide IT spending is forecast to reach $6.31 trillion in 2026, up 13.5% from 2025, with data center systems growing 55.8% and software spending up 15.1%. FE International
• Human software engineers will still be needed if for no other reason than the cost of AI. The Guardian
• As AI changes how software is developed - Google says 75% of its code is now written by AI - it's altering the profession much faster than the rank-and-file anticipated. The Guardian
• Microsoft is preparing Project Perception, an AI cybersecurity platform that finds and fixes software vulnerabilities using models from Microsoft, OpenAI, and Anthropic together, positioned as a lower-cost alternative to Anthropic's Mythos-class security offering. Build Fast with AI
• Gartner's forecast cuts both ways: it expects more than 40% of agentic AI projects to be canceled by the end of 2027, but also expects agentic AI to appear in 33% of enterprise software by 2028 and handle 15% of daily business decisions. MEV, LLC
• Gartner expects task-specific agents to spread across enterprise software by the end of 2026 while also predicting that more than 40% of agentic projects will be cancelled by 2027, mostly over integration failures. Tommaso Maria Ricci
• Services are projected to expand at a 36.24% CAGR through 2031, which shows that more buyers now recognize that value comes from execution quality as much as from software capability. Mordor Intelligence
• Gartner expects task-specific AI agents to appear in a large share of enterprise software by the end of 2026, and also predicts that more than 40% of agentic AI projects will be cancelled by 2027, with integration into existing systems as the main failure point. Tommaso Maria Ricci
• Gartner projects AI agent software spending alone will reach $207 billion in 2026, up 139% from the prior year. Forbes
• Forrester warns that customers should brace for bigger software bills in 2027 as software and AI vendors raise prices and pile on usage charges. theregister
• The enterprise SaaS model faced a direct threat as Starbucks began building internal AI software to replace Microsoft applications. Kersai

Last updated: 10 August 2026