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Omdia 预计 2026 年全球 AI 软件收入突破 2000 亿美元

AI 辅助摘要

Omdia 预测,2026 年全球 AI 软件市场营收将突破 2000 亿美元,较 2024 年翻一番。企业扩大 AI 助手和编程工具的应用,推动生成式 AI 营收预计同比增长 139%;该机构同时预计,未来几年市场增速将逐步回落。

正文 · AI 翻译

IT Home reported on November 12 that a report titled “Artificial Intelligence Software Market Forecast,” newly released by market research firm Omdia on the 9th local time, shows that global AI software market revenue is expected to exceed $200 billion in 2026 (IT Home note: approximately 1.34 trillion yuan at current exchange rates), double the 2024 level.

Omdia Chief Market Forecaster Neil Dunay noted that as generative AI assistants gradually gain agentic capabilities and automated workflows increasingly replace the manual entry of prompts, the distinction between generative AI and agentic AI may become less important.

As businesses expand their use of AI assistants and coding tools and add AI features to various types of business software, generative AI market revenue is expected to grow 139% year over year in 2026, far exceeding earlier expectations. Although agentic AI is still less widely adopted and has a smaller revenue base, it is growing faster.

Omdia expects the rapid growth in 2026 will not continue indefinitely. As the market matures, growth rates will gradually decline over the following years, and the pace of adoption will return to more typical levels. Even then, market revenue will remain far higher than previously expected.

In the long term, the AI software market still has substantial room for growth, with a projected compound annual growth rate of 30% from 2025 to 2031. Agentic AI, in particular, is expected to have a compound annual growth rate of 104%, making it the fastest-growing segment.

Omdia also predicts that the structure of the AI software market will change over the next few years. By 2028, generative AI revenue could surpass predictive AI revenue and become the market’s largest source of revenue. Meanwhile, AI assistants will gain greater ability to act autonomously, completing an increasing number of multistep tasks on users’ behalf, and the boundary between generative AI and agentic AI will gradually blur.

Omdia Chief Market Forecaster Neil Dunay said: “As generative AI assistants gradually gain agentic capabilities and automated workflows increasingly replace the manual entry of prompts, the distinction between generative AI and agentic AI may become less important. In the future, the market may be segmented according to different levels of AI autonomy.”

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