Global Scans · Cloud computing · Weekly Summary

• [New] Global corporate spending on generative AI-related software and services will exceed $300 billion for the first time in 2026, with over 60% used to transform existing workflows. SoloSoft
• [New] Over the next 2-3 years, AI will move from prompt-based tools to autonomous, agentic systems (agentic AI vs AI agents), while software is increasingly designed AI-first, with RAG systems, vector databases, and LLM orchestration replacing traditional logic. Apidots
• [New] The global demand for AI-ready data centers is projected to grow steadily over the next several years, necessitating software-defined architectures that allow dynamic workload management and autonomous operations. Persistence Market Research
• [New] 65.9% of organizations now follow a platform-first approach, and 73.7% are considering or planning to switch core vendors between 2025 and 2028. Futurum
• [New] 38.8% of buyers now expect GenAI to be delivered primarily via agents, and 45.7% rank GenAI capabilities as their top software selection criterion. Futurum
• [New] By 2026, an estimated 40% of enterprise software is expected to be built using natural language-driven vibe coding, where prompts guide AI to generate working logic. Medium
• [New] Nutanix announced that its Agentic AI solution - a full-stack platform first announced during NVIDIA GTC 2026 and currently in early access - will reach general availability in the second half of this year. vmblog.com
• [New] If an enterprise's agents are less active during a downturn, the software provider's revenue will drop immediately - a sharp contrast to the sticky recurring revenue of the past decade. FinancialContent
• [New] The testing automation segment is the fastest-growing category within AI in software development, expected to see the highest CAGR between 2026 and 2035. Apidots
• Amazon Web Services (AWS) will become the exclusive third-party cloud provider for OpenAI Frontier, the enterprise platform for developing and managing AI agents. Verdict
• If OpenAI can translate its user scale into a diversified and monetizable platform, it will look prescient. News, Events, Advertising Options
• [44] By 2030, 80% of enterprise software will be multimodal, up from less than 5% in 2024. AI Video Bootcamp
• [43] By 2028, 33% of enterprise software applications will incorporate agentic AI capabilities, up from less than 1% in 2024. AI Video Bootcamp
• The Cloud Commerce platform is expanding Adobe subscription renewal notifications to provide earlier customer engagement opportunities by adding 60-day and 90-day advance notifications for 1 YC and 3 YC (3-Year Commitment, Years 1 & 2) customers approaching their anniversary dates. Insight UK
• AI agents can automate over 80% of customer interactions, and for organizations already on Zendesk, the AI chatbot provides the fastest path to automated resolution without platform disruption. Twig AI
• North America leads in cloud infrastructure and software, with a projected 35.4% CAGR for digital twin adoption, anchored by Silicon Valley software and AI capabilities, Detroit's automotive sector, and Houston's energy and process industries. PatSnap
• OpenAI's Operator platform, Google's Project Mariner, and Anthropic's Claude-based agent frameworks are currently locked in an intense race to define the infrastructure layer that enterprises will build on for the next decade. Verodate
• Software monetization: As more enterprises move AI models into production, NVIDIA's recurring software revenue (NVIDIA AI Enterprise) is projected to become a larger slice of the total profit pie. FinancialContent
• Over the next decade, Oppenheimer expects total drone hardware, software, and services to grow tenfold, from $45 B to $400 B globally. Aurelion Research
• Global software spending is projected to grow by 14.7% in 2026, surpassing $1.4 trillion. Bac Ha Software Co., Ltd.
• Companies almost always adopt any new technology gradually, in order to minimize risks, and they are unlikely to switch wholesale from buying SaaS products to writing their own code. Fortune
• Businesses will no longer need to buy expensive software from traditional vendors like Salesforce, ServiceNow, and Microsoft, or from the hundreds of smaller, niche firms offering legal tech, procurement systems, or financial planning software. Fortune

Last updated: 19 April 2026