Agentic AI may put $234 bn of SaaS spending at risk by 2030: Gartner | Artificial Intelligence News
Agentic AI may put $234 bn of SaaS spending at risk by 2030: Gartner | Artificial Intelligence News
Publish Date: 2026-07-01 06:58:00
Source Domain: www.business-standard.com
- Agentic AI is expected to disrupt $234 billion in enterprise application software spending by 2030, primarily affecting enterprise software-as-a-service (SaaS).
- The disruption stems from “agentic arbitrage,” where AI agents perform tasks across multiple applications, reducing interaction with individual software interfaces.
- Such a shift risks breaking the link between user growth and revenue growth for enterprise software vendors.
- While SaaS won’t disappear, it will evolve; firms focusing on features will face challenges as AI systems that deliver measurable business outcomes become more prioritized.
- Enterprise buyers are increasingly using agentic AI systems, diminishing the importance of user interface in software differentiation.
