The numbers behind the moment.
AI is changing how businesses spend on software and people. Here’s what the research says about the size of the opportunity your customers are facing.
Accelerating worker productivity is a multi‑trillion dollar opportunity.
As businesses augment knowledge workers with AI, growth in global software spend could accelerate from 14% a year over the past decade to 19%–56% a year over the next five.
Spend is shifting from labor toward software. Be the partner who guides it.
Even the most conservative scenario more than doubles global software spend in five years. While employment growth is likely to slow and average hours decline, the research expects long-term unemployment not to rise—the work changes shape. PULSE helps your customers find where that value sits in their business; FORGE helps them capture it.
Source: ARK Investment Management LLC, 2026, based on data from McKinsey 2023 and Statista 2025a/b, as of November 28, 2025. Assumes software vendors capture 10% of value unlocked, additive to current global annual software spend. CAGR: compound annual growth rate. Forecasts are inherently limited and cannot be relied upon; for informational purposes only and not investment advice. Pie proportions are approximate.
Help your customers claim their share.
Bring PULSE and FORGE into your portfolio and lead the AI conversation with your accounts.