[New] AI/analytics within custom software builds are projected to grow at a rate of 21.5% CAGR through 2035, making it the fastest-growing subsegment and a proxy for rising skill demand.
DesignRush
[New] Hybrid no-code/low-code approaches are poised for dominance, combining visual development with generative AI to enhance citizen development while maintaining platform reliability, potentially reshaping software creation paradigms by 2035.
Grokipedia
[New] In 2026, the global spending on artificial intelligence infrastructure and software is projected to reach 2.52 trillion dollars, representing a 44% year-over-year increase as organizations shift from experimental pilots to core production scaling.
icertglobal.com
[New] AI-Assisted Security Patching and Remediation: By 2027, 70% of corrective code fixes for application security issues will be generated by AI-assisted automated remediation tools, reducing the time to patch software vulnerability down to days.
IDC: The premier global market intelligence company
[New] Artificial Intelligence will reset the nature of software industry.
Rediff.com
[New] The Generative AI sector will see billions in revenue shortly, with software revenue expected to climb toward $85 billion by 2029 as organizations invest in AI-driven workflows.
Boston Institute of Analytics
[New] Gartner expects software spending to surpass $1.4 trillion in 2026.
Seoul Economic Daily
[New] The S&P North American Technology Software Index, home to 110 predominantly larger-cap software companies, is still forecasted to grow revenues this year by 17% and generate free cash flow margins by around 25% (free cash flows divided by revenue).
Carnegie Private Wealth
[New] Private credit markets have lent aggressively to the very software and business services companies that AI threatens most directly, creating an estimated $100 to $150 billion in elevated-risk exposure that has not yet been repriced.
Shanaka Anslem Perera
[New] Shares of software-as-a-service companies like Adobe, Intuit, and Salesforce declined sharply on fears that AI tools might chip away at their business.
Time
[New] 79% of respondents expect increased adoption of artificial intelligence and generative AI over the coming year, whilst 76% anticipate greater use of simulation software and digital twin technology.
Automotive Manufacturing Solutions
If successful, the ReOrbit and Google Cloud collaboration could demonstrate how orbital infrastructure can evolve into flexible, software driven platforms that mirror the modularity and scalability of data centers, but operate in the harsh environment of space.
Space Daily
By 2028, GenAI-based tools will be capable of writing 70% of software tests, decreasing the need for manual testing, which will result in improvements to test coverage, software usability, and code quality.
Precedence Research
In 2026, as the panic around SaaS vitality persists, Deloitte anticipates that established software players will focus on becoming full-stack, end-to-end agentic platforms that can build, run, orchestrate, and govern agents across numerous functions.
CIO
Yes, in 2026, established SaaS vendors will face competition from AI-native ones, the firm forecasts, but the real story is that traditional enterprise software continues to grow as it becomes more intelligent, agentic, and outcome-focused.
CIO
Nonetheless, the US Bureau of Labor Statistics says, Overall employment of software developers, quality assurance analysts, and testers is projected to grow 15% from 2024 to 2034, much faster than the average for all occupations.
The Register
Amid rising fears of AI disruption to software, we view Shopify as one of the companies best-positioned to outperform over the NTM and view the recent pull-back as an attractive entry point.
24/7 Wall St.
A key component of Google's investment is the expansion of local R&D through investments in human capital, which will involve growing specialised teams in software engineering, research science and user experience design to develop technologies for global export.
Verdict
In 2026, software will account for 46% of total retail tech budgets in the US.
Forrester
Software is forecast to grow on pace with last year, at around 10%, but S&P highlights that budget scrutiny has increased and deal cycles are lengthening - a potential early indicator of pressure that could intensify if AI returns fail to meet expectations.
iStart keeping business informed on technology
Global software credit risk is roughly three times higher than in North America individually.
WTOP News
Last updated: 23 February 2026
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