Global Scans · Software · Weekly Summary

• [New] By 2028, 33% of enterprise software will include agentic AI, compared to less than 1% in 2024. Digiday
• [New] Big Tech players, including Meta, Microsoft, and OpenAI, are positioning themselves for the next platform shift, where AI agents, multimodal tools, and unified AI interfaces could redefine how software is built and used. Tech Startups - Tech News, Tech Trends & Startup Fundin
• [New] By 2026, 80% of large software engineering organizations will establish platform teams to build and manage internal developer platforms. Keyhole Software
• [New] Software Monetization: As the hardware install base grows, NVIDIA's high-margin software revenue could expand significantly, diversifying its earnings. FinancialContent
• [New] Looking into Q3 - Q4 2026, expect hardware-software co-optimization to become a dominant competitive axis, as custom silicon matures and inference costs drop precipitously. AGI Agent
• [New] Mastercard expects broader adoption of agentic commerce in 2026, where software can initiate or manage parts of the payment process automatically. Electronic Payments
• [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
• AI systems could achieve superhuman coding abilities by early 2027, capable of autonomously writing, testing, and deploying complex software. Skypage
• By mid-decade, more than 80% of enterprise software vendors will include AI features as standard components. Futurism
• Gartner's best-case projection puts agentic AI at roughly 30% of enterprise application software revenue by 2035, potentially exceeding $450 billion. Clawd Bot
• 75% of enterprise software engineers will use AI code assistants by 2028 - up from under 10% in early 2023. Reenbit

Last updated: 23 March 2026