OR artificial intelligence (A) ceases to be a complementary tool and is highlighted in the main growth lever of the global technology market, according to the latest report by International Data Corporation (IDC), annual expenditure For AI applications and infrastructure, it is expected to increase by 31.9% in the period 2025-2029, leading total technological expenditure the total amount of the investment to 1.3 trillion. dollars in 2029.
The focus is “Agentic AI”, which transforms business models, IT services and the way companies are designing their products. IDC describes an unprecedented redistribution of corporate budgets, with software losing ground in favor of solutions based on artificial intelligence agents. The study highlights that – until 2029 – more than a quarter of total expenditure worldwide will be directed to applications, platforms and agentic AI -based services. It is a turn reminiscent of the transition from on-premise software to the cloud, but at a faster pace.
The so -called “Agentic Fleets” – AI agents fleets who are autonomous and cooperate to carry out complex tasks – require new platforms for growth, control and safe operation. This transition is not only technological but also strategy: those companies that do not integrate AI into the center of their products and services are at risk of losing market share of competitors who have already adopted this philosophy.
The impact on infrastructure and services
AI’s explosive development requires a huge increase in computing resources. Cloud service providers are expected to cover 80% of the relevant infrastructure expenditure by 2029, creating a new wave of investment in data centers, specialized processors and energy efficient architectures.
At the same time, there is a ten -fold increase in the number and complexity of AI agents, which businesses will use. Their construction and control will be a separate category of investment, with consequences for security, corporate governance and daily operation.
At the same time, business and Its services providers will be faced with the deepest transformation of the last decade. As businesses increase their spending on Agentic AI, traditional service models will be forced to adapt, incorporating agents and automation to remain competitive.
Innovation and leadership under test
IDC stresses that the rapid adoption of AI agents will be a crucial leadership test for businesses. Success or failure will depend not only on technological competence but also on the ability of administrations to strategically integrate AI into their way of working.
This transformation will directly affect the labor market, as some roles will become more productive, while others become unnecessary. For this reason, both employees and businesses are called upon to show unprecedented flexibility and adaptability.
“Corporate strategy in the coming years will be judged by how fast a business can train its human resources, rearrange roles and create new models of cooperation of people and agents,” IDC said.
The future of technological stack
The explosion of AI expenses will result in the development of other areas of the technological stack. According to IDC, spending on servers, storage and infrastructure, not related to AI, will be limited to efficiency and integration instead of expansion. The priority of the budgets will be to strengthen Agentic Workloads and not the generalized increase in infrastructure.