Omdia forecasts AI software revenue above $200 billion in 2026

Global AI software revenue is expected to exceed $200 billion in 2026, doubling its 2024 level, according to Omdia. Generative AI software revenue is forecast to increase 139 percent in 2026, driven by demand for coding assistants, customer service automation, productivity tools and AI-enabled enterprise applications. The revision marks Omdia’s largest upward adjustment to its AI software outlook since the COVID-19 pandemic.

Omdia projects overall AI software revenue will grow at a compound annual growth rate of 30 percent between 2025 and 2031, while agentic AI revenue will expand at 104 percent over the same period. Autonomous systems are growing from a smaller revenue base as businesses adopt software capable of executing multistep workflows. Generative AI is expected to overtake predictive AI as the market’s largest segment by 2028, while distinctions between generative and agentic systems narrow as assistants gain autonomy.

Enterprise deployments illustrate the shift toward commercial adoption. Microsoft reported more than 30 million paid Microsoft 365 Copilot seats during fiscal 2026. Salesforce’s Agentforce annual recurring revenue reached $800 million, increasing 169 percent year-on-year. GE Appliances deployed more than 800 AI agents using Gemini Enterprise across manufacturing, logistics and supply chain operations. Omdia’s forecast measures revenue attributable to AI software capabilities, excluding total cloud infrastructure spending and the full value of applications incorporating AI.