Global Scans · Software · Weekly Summary

• [New] A planned $600 billion artificial intelligence spending splurge by big tech firms in 2026 is - adding to investor unease as they assess the implications for profitability as well as a potential existential threat to software firms. Economic Times
• [New] Anthropic chief executive Dario Amodei has issued a stark warning, suggesting that traditional software engineering roles could become obsolete within the next 12 months as AI systems increasingly take over coding work. The Hans India
• [New] If capabilities continue to improve at their current rate, by 2030 AI systems will be able to complete well-scoped software engineering tasks that would take human engineers multiple days to complete. International AI Safety Report
• [New] Gen AI and agentic AI are not incremental add-ons - they are a new software era that will redefine products, business models, and operations. DIGITAL STORM weekly
• [New] Some VCs are even more explicit, with one stating that 2026 will be the year of agents as software expands from making humans more productive to automating work itself, delivering on the human-labor displacement value proposition. Educational Technology and Change Journal
• [New] Software spending remains resilient: Gartner forecasts total software spending will exceed $1.43 trillion in 2026, with growth of 14.7%, slightly lower than earlier expectations but still among the strongest rates across IT segments. The National CIO Review
• [New] Over 70% of business software will embed AI by 2026. https://oyelabs.com
• [New] As businesses increasingly augment knowledge workers with AI, global software spending could accelerate from 14% annually during the past decade to between 19% and 56% during the next five years. ZDNet
• [New] Industry research reinforces that agentic AI is moving into enterprise software roadmaps rapidly, with major predictions that adoption will expand sharply over the next few years. Spenza
• [New] Leading Component: AI software solutions are expected to dominate with an estimated 63.5% revenue share in 2026, reflecting strong demand for predictive project management, computer vision, and BIM-integrated analytics. Persistence Market Research
• [New] By 2030, more than 65% of global enterprises will use agentic AI-driven ESG software to support sustainable sourcing, lowering Scope 3 emissions while improving efficiency and resilience across supply networks. IDC
• [New] APEX TECH 2026 underscored that the future of connected travel will be shaped by agile software solutions, seamless connectivity, and AI-driven personalization. eplaneai
• [New] BAE Systems is working on Software Defined Radios that might deliver both GNSS and Command and Control (C & C) services from Low Earth Orbit satellites or even high-altitude aircrafts. VynZ Research
• [New] The integration of orbital data centers could provide the massive compute power needed for Tesla's Full Self-Driving (FSD) software to finally achieve global Level 5 autonomy. The Chronicle-Journal
• [New] Nvidia will supply its Drive Hyperion architecture and full-stack Drive AV Level 4 software for the new Mercedes-Benz S-Class, which is designed to support robotaxi operations with end-to-end artificial intelligence and classical driving stacks running in parallel. Automotive World
• [New] Australia will likely emerge as the primary regional production hub for attritable systems, while Taiwan focuses on high-end autonomy software exportable despite potential blockade scenarios. Drone Warfare
• [New] Titan Dynamics' $9M seed funding and emphasis on 'mobile sUAS factories' and 'auto-generating UAS software' suggests a strategic pivot toward rapid, decentralized drone production capabilities that could significantly compress the design-to-deployment timeline for U.S. military unmanned systems. Drone Warfare
• [New] 80% of enterprise software will be multimodal by 2030 from less than 5% in 2024. SoftTeco
• [New] Agentic AI will represent 10-15 percent of IT spending in 2026, and 33% of enterprise software applications will include agentic AI by 2028. AAF
• [New] Software engineering could become automatable within the next 12 months. AI Futures Forum
• [New] In the United States, Waymo plans to expand to more than 20 cities while Cruise and Zoox scale urban fleets, and Tesla continues to refine its Full Self-Driving software. Short Term Rentals

Last updated: 09 February 2026