- Artificial Intelligence Software Platforms Global Market Report 2026: Google, Microsoft, AWS, Tencent, and IBM Led the $79.38 Billion Market in 2025
Apr 27, 2026
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Key opportunities in the AI software platform market include expanding use in healthcare and BFSI, growth in automation and predictive analytics, integration with immersive tech, and cloud service adoption driving scalability. Rapid growth is expected in Asia-Pacific, with innovation in generative AI and model deployment.
Artificial Intelligence Software Platform MarketArtificial Intelligence Software Platform Market·GlobeNewswire Inc.
Dublin, April 27, 2026 (GLOBE NEWSWIRE) -- The "Artificial Intelligence Software Platform Market Report 2026" has been added to ResearchAndMarkets.com's offering.
The research report offers insights into market statistics, regional shares, competitor market shares, detailed market segments, trends, and opportunities. It paints an in-depth picture of the current and future AI software platform landscape.
The artificial intelligence software platform market has witnessed significant growth, projected to expand from $79.38 billion in 2025 to $106.92 billion in 2026, with a CAGR of 34.7%. This growth is fueled by increased machine learning adoption, data-driven decision making, natural language processing (NLP), computer vision tools, cloud computing, and AI consulting services. Looking ahead, the market is expected to surge further, reaching $296.57 billion by 2030 at a CAGR of 29.1%. Factors driving this include AI platform expansion in healthcare and BFSI, automation and predictive analytics, AI training, and integration with immersive technologies.
The rise of cloud-based services is a key driver of this market growth. These services offer computing resources on demand, facilitating AI solution deployment and scalability. For instance, Eurostat reported that by December 2023, 45.2% of EU enterprises engaged in cloud computing services, mainly for hosting e-mails and file storage. This trend enhances the artificial intelligence software platform market.
Leading market players are innovating with advanced AI solutions like generative AI platforms. These platforms generate new content by learning patterns from existing data. In March 2023, SparkCognition Inc. launched the first generative AI platform for the industrial sector, enabling organizations to leverage AI capabilities with limited data, reducing costs and enhancing insight generation. Additionally, Siemens AG acquired BuntPlanet SL in December 2023, to bolster its AI software solutions for the water industry. BuntPlanet SL specializes in AI solutions for leak detection and water quality improvement.
Major companies in this market include Google LLC, Microsoft Corporation, Amazon Web Services, Tencent Holdings Limited, IBM, Oracle Corporation, SAP SE, Salesforce Inc., NVIDIA Corporation, Baidu Inc., OpenAI, Palantir Technologies Inc., Snowflake Inc., UiPath Inc., Splunk Inc., H2O.ai, DataRobot, Veritone, YITU Technology, Adept, Gupshup, deepset, and Uniphore.
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Regionally, North America led the market in 2025, with Asia-Pacific being the fastest-growing region in the forecast period. Covered regions include Asia-Pacific, Southeast Asia, Western and Eastern Europe, North America, South America, the Middle East, and Africa. Countries covered are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Taiwan, Russia, South Korea, UK, USA, Canada, Italy, and Spain.
Scope of the Report:
Market Components: Tools; Services Technologies: Computer Vision; Data Analytics; Machine Learning; Natural Language Processing Applications: Automation; Remote Sensing; Medical Diagnosis; Speech Recognition; Text Recognition Industries: BFSI; Manufacturing; Healthcare; Transportation; Retail
Key Companies Mentioned: Google LLC, Microsoft Corporation, Amazon Web Services (AWS), Tencent Holdings Limited, IBM, Oracle Corporation, SAP SE, Salesforce Inc., NVIDIA Corporation, Baidu Inc., OpenAI, and more.
Geographic Coverage: Countries: Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Taiwan, Russia, South Korea, UK, USA, Canada, Italy, Spain
Regions: Asia-Pacific, South East Asia, Western Europe, Eastern Europe, North America, South America, Middle East, Africa
Data and Analysis: Includes a five-year historic and ten-year forecast, data segmentation by country and region, and comparative competitor analysis.
Key Attributes
Report Attribute Details No. of Pages 250 Forecast Period 2026-2030 Estimated Market Value (USD) in 2026 $106.92 Billion Forecasted Market Value (USD) by 2030 $296.57 Billion Compound Annual Growth Rate 29.1% Regions Covered Global
The companies featured in this Artificial Intelligence Software Platform market report include:
Google LLC Microsoft Corporation Amazon Web Services (AWS) Tencent Holdings Limited International Business Machines Corporation (IBM) Oracle Corporation SAP SE Salesforce Inc. NVIDIA Corporation Baidu Inc. OpenAI Palantir Technologies Inc. Snowflake Inc. UiPath Inc. Splunk Inc. H2O.ai DataRobot Veritone YITU Technology Adept Gupshup deepset Uniphore
For more information about this report visit https://www.researchandmarkets.com/r/q2kf6t
About ResearchAndMarkets.com
ResearchAndMarkets.com is the world's leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends.
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Artificial Intelligence Software Platform Market
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- Splunk Report: Agentic AI Takes Center Stage in CISOs' Path to Digital Resilience
Feb 24, 2026 · prnewswire.com
Nearly all CISOs Report They Are Now Responsible for AI Governance and Risk Management, Cite the Growing Sophistication of Threat Actor Capabilities as Their Greatest Risk Vast Majority Say AI Enables More Security Events to be Reviewed SAN JOSE, Calif., Feb. 24, 2026 /PRNewswire/ -- Cisco today announced the release of Splunk's annual report, The CISO Report: From Risk to Resilience in the AI Era , surveying 650 global Chief Information Security Officers (CISOs).
- SPLUNK REPORT: AGENTIC AI TAKES CENTER STAGE IN CISOS' PATH TO DIGITAL RESILIENCE
Feb 24, 2026
NEARLY ALL CISOS REPORT THEY ARE NOW RESPONSIBLE FOR AI GOVERNANCE AND RISK MANAGEMENT, CITE THE GROWING SOPHISTICATION OF THREAT ACTOR CAPABILITIES AS THEIR GREATEST RISK VAST MAJORITY SAY AI ENABLES MORE SECURITY EVENTS TO BE REVIEWED SAN JOSE, CALIF., FEB. 24, 2026 /PRNEWSWIRE/ -- CISCO TODAY ANNOUNCED THE RELEASE OF SPLUNK'S ANNUAL REPORT, THE CISO REPORT: FROM RISK TO RESILIENCE IN THE AI ERA , SURVEYING 650 GLOBAL CHIEF INFORMATION SECURITY OFFICERS (CISOS).
- AI Risk Is Dominating Conference Calls as Investors Dump Stocks
Feb 15, 2026
(Bloomberg) -- In what’s turning out to be a great quarter for corporate earnings growth, company executives and investors alike are focused on something else entirely: the threat from artificial intelligence.
Mentions of AI disruption on management calls almost doubled compared to the previous quarter, a Bloomberg News analysis of transcripts shows. While the technology hasn’t yet noticeably reduced earnings estimates, investors aren’t waiting around and instead are selling any company perceived to be at risk.
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Last week, commercial real estate company CBRE Group Inc. published better-than-expected earnings. In a call with analysts following the results, its chief executive officer said it’s possible AI will reduce demand for office space in the long term. The comments sparked a 20% selloff in the stock over two days.
“As usual, markets shoot first and ask questions later,” said Roberto Scholtes, head of strategy at Singular Bank. “Investors have decided to place the burden of proof on companies that will continue to be hammered until they conclusively prove that they will be among the winners, so there is no rush to jump into these troubled waters.”
The threat is overshadowing powerful growth. Fourth-quarter earnings for companies in the S&P 500 are increasing 12% from a year ago, better than the 8.4% expected at the start of the season. More than 75% of companies have reported positive surprises, above average, according to Bloomberg Intelligence data.
Yet markets have been stuck in neutral, with the S&P 500 bouncing between 6,500 and almost 7,000 since early September, first because investors were worried that Big Tech companies were spending too much on AI, and now because the technology threatens earnings.
Over the past year, investors have been sorting the potential AI winners from the losers across the globe. Media, software and staffing stocks, seen as the most likely businesses to suffer, have already been affected. This year, and especially over the past week, the trend has broadened, with financial, professional services and even logistics companies hit.
In Asia, meanwhile, benchmark indexes set fresh record highs last week thanks to the heavy weighting of companies such as Taiwan Semiconductor Manufacturing Co. and SK Hynix Inc. that make the figurative picks and shovels for AI.
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Baskets of stocks at risk from AI compiled by UBS Group AG have plunged 40% to 50% in the past year. In the US, they include Salesforce Inc., Unity Software Inc. and ServiceNow Inc., while in Europe, they include London Stock Exchange Group Plc, WPP Plc, Wolters Kluwer NV and Capgemini SE.
“The trend is clear: If it’s digital, it’s vulnerable,” said Jean-Edwin Rhea, a fund manager at Sunny Asset Management. “From a stock market perspective, the physical world offers more near-term certainty than the digital space.”
Corporate executives last week tried to play up the benefits they’re getting from using AI in their businesses, rather than the threat it poses.
Travel company Expedia Group Inc., for example, talked about how it’s using AI to build products. RELX Plc, the UK company that owns the LexisNexis legal and news databases, said it already offers tools to help clients extract and analyze information. And data company Zillow Group Inc. said the residential real estate market it works in is tough to disrupt with AI in part because it’s deeply local.
Plenty of Wall Street analysts say the selloff has gone too far, and some stocks have seen a rebound this month.
Still, short sellers are circling some of these companies, especially in Europe, with surging short interest for components of a UBS basket of European stocks most at risk from AI disruption.
Shares out on loan as a percentage of free float — an indication of short interest — has jumped to more than 5% for stocks in the UBS basket from just about 2% two years ago, according to S&P Global Market Intelligence data. Stocks with a ratio above 5% include Randstad NV, Ubisoft Entertainment SA, Adecco Group AG, WPP and Hays Plc. The basket has plunged 40% over the past year, while the benchmark Stoxx Europe 600 has jumped almost 12%.
“Short sellers are piling in to the theme because the narrative is so powerful,” said Mark Hiley, founder of equity research firm The Analyst. “Not only could there be an almost immediate impact on the business models due to the speed of change, but the earnings power of a business in the future has become extremely uncertain.”
Even as investors price in disruption from AI, there’s no sign of a letup in the spending by so-called hyperscalers to build the big data centers that power the tools. Capital spending by the big five — Amazon.com Inc., Alphabet Inc., Meta Platforms Inc., Microsoft Corp. and Oracle Corp. — increased 72% in 2025, according to Bank of America Corp. strategists led by Savita Subramanian, and it’s seen soaring another 63% this year.
After last week’s “wildfire AI disruption,” the most obvious catalyst to cool the selling would be one of the hyperscalers announcing a cut to capital spending, Subramanian’s colleague Michael Hartnett wrote.
--With assistance from Macarena Muñoz and Lisa Pham.
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- Want to Buy the Dip on Software Tech Stocks Like Palantir, Microsoft, and Oracle? Consider This BlackRock ETF.
Jan 29, 2026
Last year, technology outperformed the other 10 sectors of the stock market and the S&P 500, delivering a 24.7% total return. A lot of those gains were driven by semiconductor stocks like Nvidia, Broadcom, Micron Technology, Advanced Micro Devices, Lam Research, and Applied Materials.
In fact, software stocks, which used to be a driving force of tech-sector gains, are in a downturn amid investor concerns that artificial intelligence (AI) will disrupt the industry, especially the enterprise software-as-a-service (SaaS) model. Investors looking for a catch-all way to buy the dip on software stocks may want to consider an exchange-traded fund (ETF).
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Here's why BlackRock's iShares Expanded Tech Software Sector ETF (NYSEMKT: IGV) has been beaten down, why it is distinctly different from a broader tech ETF like the iShares U.S. Technology ETF(NYSEMKT: IYW), and why investors specifically looking to buy the dip in software stocks may want to take a closer look at the fund.Image source: Getty Images.
Going beyond the biggest tech stocks
The iShares U.S. Technology ETF is heavily concentrated in megacap tech-focused companies -- with a staggering 44.5% weighting in Nvidia, Apple, and Microsoft. By comparison, the iShares Expanded Tech Software Sector ETF is less top-heavy and provides greater exposure to software stocks that may have small weightings in a general tech ETF.
iShares Expanded Tech Software Sector ETF
Company Weight Microsoft 9% Palantir Technologies 8.9% Oracle 8% Salesforce 7.6% AppLovin 5.6% Intuit 5.3% Palo Alto Networks 4.4% Adobe 4.4% CrowdStrike Holdings 4% ServiceNow 3.8%
Data source: BlackRock.
iShares U.S. Technology ETF
Company Weight Nvidia 16.9% Apple 14.5% Microsoft 13.1% Alphabet 4.8% Meta Platforms 3.2% Broadcom 3.1% Palantir Technologies 2.6% Micron Technology 2.5% Advanced Micro Devices 2.5% Oracle 2.2%
Data source: BlackRock.
The software slowdown
While the broader market continues to make new all-time highs, there's been a noticeable slowdown in software stocks. The iShares Software ETF is down 12.9% in the past three months. And all of its top 10 holdings, including Palantir, have lost value in that period even as the S&P 500 has gained 4.7%.^SPX data by YCharts
Microsoft has been under pressure mainly due to its association with OpenAI, which is being challenged by Alphabet's Gemini. OpenAI's large language models power Microsoft's AI tools, such as Copilot. But Microsoft needs to eventually convert its high AI capital expenditures into earnings. Investors should have better visibility into OpenAI's finances if it goes public in 2026.
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Like Microsoft, Oracle is also closely associated with OpenAI because it makes up the bulk of its remaining performance obligations (order backlog). Oracle's cloud business, called Oracle Cloud Infrastructure, is growing at a breakneck pace and could overtake its legacy database software business as the main cash cow in the coming years. But for now, investors are concerned about Oracle's balance sheet, which is being drained by debt used to build AI data centers.
Palantir's results, growth rate, and stock price soared in 2025. So the recent pullback is likely more a result of valuation concerns -- as Palantir sports a nosebleed price-to-sales ratio of 112 and a forward price-to-earnings (P/E) ratio of 169.
Investors care more about where a company is going than where it has been. Just a few years ago, enterprise software stocks like Salesforce and Adobe were red-hot, high-growth stocks trading at premium valuations. Fast-forward to today, and Salesforce sports a 19.3 forward P/E ratio while Adobe is at just 12.6 compared to 23.9 for the S&P 500. The discount may seem strange given that Salesforce's and Adobe's earnings are at all-time highs. But their low valuations suggest investors expect earnings growth to slow dramatically or even turn negative in the coming years.
Salesforce and Adobe have fallen by 29% and 30%, respectively, over the last year. But other enterprise software giants like ServiceNow, Monday.com, and Atlassian are down even more -- between 40% and 53%.
Cybersecurity stocks have generally held up better amid the broader software sell-off, but SentinelOne, Fortinet, and Datadog have all lost value over the past year, Okta, Palo Alto Networks, and Zscaler have underperformed the S&P 500, and CrowdStrike stands out as an exception, having outperformed the S&P 500 over the past year.
Wall Street despises uncertainty. And right now, the software industry is chock-full of it. Enterprise software businesses with subscription models depend on a growing number of subscribers (human users). But if AI tools allow a single user to handle the former workload of several users, then an enterprise may not need as many subscriptions.
There's also the concern that free or inexpensive AI tools, like text-to-image and video generation, will replace some of the workflows that used to be done by, say, a graphic designer using the Adobe Creative Cloud suite.
On the cybersecurity front, AI is increasing the complexity of cyberattacks, which is pressuring cybersecurity companies to improve their defenses through network security, firewalls, data encryption, etc. The challenge for cybersecurity companies is adapting to more sophisticated threats while passing along those costs to customers.
The ETF wrapper makes a lot of sense in the software space
There are plenty of ways to buy the dip in software stocks, whether that's going with a former highflier like Palantir, software/cloud hybrids like Microsoft and Oracle, enterprise software companies, cybersecurity, etc. But when an entire industry is under pressure, one of the simplest options is to buy an ETF. This is a good way to bet on an industrywide recovery, even if leadership changes, rather than investing in a single stock and hoping it recovers.
Although I do believe the sell-off in software stocks is overblown, I could see a major reshuffling in which former leaders falter, some recover, and new companies emerge. Given the speed and scale of the disruption, the iShares Expanded Tech Software Sector ETF seems like one of the best ways to invest in software stocks in 2026 and beyond.
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Daniel Foelber has positions in Adobe, Nvidia, and Oracle and has the following options: long January 2028 $300 calls on Adobe and short March 2026 $240 calls on Oracle. The Motley Fool has positions in and recommends Adobe, Advanced Micro Devices, Alphabet, Apple, Applied Materials, Atlassian, CrowdStrike, Datadog, Fortinet, Intuit, Lam Research, Meta Platforms, Microsoft, Monday.com, Nvidia, Okta, Oracle, Palantir Technologies, Salesforce, SentinelOne, ServiceNow, and Zscaler. The Motley Fool recommends BlackRock, Broadcom, Micron Technology, and Palo Alto Networks and recommends the following options: long January 2026 $395 calls on Microsoft, long January 2028 $330 calls on Adobe, short January 2026 $405 calls on Microsoft, and short January 2028 $340 calls on Adobe. The Motley Fool has a disclosure policy.
Want to Buy the Dip on Software Tech Stocks Like Palantir, Microsoft, and Oracle? Consider This BlackRock ETF. was originally published by The Motley Fool
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- Splunk's Impact in Cybersecurity Gains Repeated Analyst Recognition
Nov 20, 2025 · prnewswire.com
Splunk Recognized as a Leader in SIEM and Security Analytics SAN FRANCISCO , Nov. 20, 2025 /PRNewswire/ -- Cisco today announced Splunk's continued position as a leader in the rapidly evolving security information and event management (SIEM) and security analytics platform markets as recognized by analyst firms. Splunk helps organizations strengthen their digital resilience with increased visibility, accurate detections and integrated, automated workflows delivered through a unified platform.
- SPLUNK'S IMPACT IN CYBERSECURITY GAINS REPEATED ANALYST RECOGNITION
Nov 20, 2025
SPLUNK RECOGNIZED AS A LEADER IN SIEM AND SECURITY ANALYTICS SAN FRANCISCO , NOV. 20, 2025 /PRNEWSWIRE/ -- CISCO TODAY ANNOUNCED SPLUNK'S CONTINUED POSITION AS A LEADER IN THE RAPIDLY EVOLVING SECURITY INFORMATION AND EVENT MANAGEMENT (SIEM) AND SECURITY ANALYTICS PLATFORM MARKETS AS RECOGNIZED BY ANALYST FIRMS. SPLUNK HELPS ORGANIZATIONS STRENGTHEN THEIR DIGITAL RESILIENCE WITH INCREASED VISIBILITY, ACCURATE DETECTIONS AND INTEGRATED, AUTOMATED WORKFLOWS DELIVERED THROUGH A UNIFIED PLATFORM.
- Splunk Report Shows Observability is a Business Catalyst for AI Adoption, Customer Experience, and Product Innovation
Oct 21, 2025 · prnewswire.com
Findings show observability boosts employee productivity for nearly three‑quarters of respondents, and for nearly two‑thirds, it drives revenue growth and helps shape product roadmaps News Summary The global Splunk State of Observability 2025 report reveals observability insights are guiding key business decisions in customer experience, product roadmap forecasting, and brand perception. Nearly half of those surveyed say monitoring AI workloads has made their jobs more challenging, presenting an opportunity to train practitioners on essential expertise.
- SPLUNK REPORT SHOWS OBSERVABILITY IS A BUSINESS CATALYST FOR AI ADOPTION, CUSTOMER EXPERIENCE, AND PRODUCT INNOVATION
Oct 21, 2025
FINDINGS SHOW OBSERVABILITY BOOSTS EMPLOYEE PRODUCTIVITY FOR NEARLY THREE‑QUARTERS OF RESPONDENTS, AND FOR NEARLY TWO‑THIRDS, IT DRIVES REVENUE GROWTH AND HELPS SHAPE PRODUCT ROADMAPS NEWS SUMMARY THE GLOBAL SPLUNK STATE OF OBSERVABILITY 2025 REPORT REVEALS OBSERVABILITY INSIGHTS ARE GUIDING KEY BUSINESS DECISIONS IN CUSTOMER EXPERIENCE, PRODUCT ROADMAP FORECASTING, AND BRAND PERCEPTION. NEARLY HALF OF THOSE SURVEYED SAY MONITORING AI WORKLOADS HAS MADE THEIR JOBS MORE CHALLENGING, PRESENTING AN OPPORTUNITY TO TRAIN PRACTITIONERS ON ESSENTIAL EXPERTISE.
- Cisco Advances Open Data Ecosystems with Splunk Federated Search for Snowflake
Sep 8, 2025 · prnewswire.com
New integration will deliver seamless visibility and unified analytics for organizations to break down data silos and accelerate business insights BOSTON , Sept. 8, 2025 /PRNewswire/ -- SPLUNK .CONF -- Cisco today unveiled Splunk Federated Search for Snowflake, a new Splunk Platform integration that empowers organizations to seamlessly connect, query, and combine operational and business data across Splunk and Snowflake environments.
