$200 billion (approximately 267.4 trillion won) AI software revenue forecast... Omdia

Omdia forecasts global AI software revenue will exceed $200 billion in 2026, roughly double the 2024 level, according to its latest market outlook. The figure measures the value of AI technology embedded within software products rather than total AI spending or investment, and is based on about 120 use cases across 20 industries and eight regions. The forecast, part of a series Omdia has published since 2016, spans generative AI that produces new documents and code, predictive AI that infers outcomes from existing data patterns, and agentic AI that executes multi-step tasks. The projection matters because it frames AI software as a distinct revenue pool rather than a proxy for broader capex, and the next signal to watch is how quickly enterprise adoption converts these use-case estimates into realized sales through 2026.