Coding agents: the margin reset is coming
Martin De Saulles, Principal Analyst, and Fiona, AI Research Analyst — Information Matters, May 2026 The coding-agent category has the cleanest growth story in agentic AI. The numbers are not in dispute. Cursor reached $2 billion in run-rate revenue by February 2026. Claude Code was disclosed at $2.5 billion run-rate alongside Anthropic’s February 2026 Series…
Sizing the European Agentic AI Stack
We put Europe’s agentic AI market at $5.5 billion in 2026, with a range of $4.0 to $7.5 billion. The figure is built bottom-up from 113 European-headquartered companies in our research library plus the European-attributable share of foundation-model revenues. It places Europe at 13 to 17 per cent of the global agentic AI market we sized…
How Much AI Is Actually in S&P 500 Filings?
97 per cent of S&P 500 10-Ks mention AI. Only 11 per cent disclose it with substance. Key takeaways The mention–substance gap is the editorial story. 97% of S&P 500 10-Ks mention AI; only 11% disclose AI activity with substance — measured against a six-component rubric covering quantified investment, named systems, named vendors, specific use…
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The Hidden Agentic AI Tax
This piece, originally published in early 2026, looks at the hidden costs of running agentic AI in production — the parts of the bill that don’t appear in vendor pricing pages but show up materially in deployed-system economics. Eighteen months into the agentic-AI deployment cycle, the analysis below holds up; if anything, the gap between…
Sizing the agentic AI market: $40 billion now, $140 billion by 2030 — if three triggers hit
Information Matters has published its first quarter 2026 research report on the agentic AI market. The central estimate for 2026 is $40 billion, with a range of $33–$48 billion. That number sits deliberately between two much louder ones: the $12–18 billion you get from application-layer analyses that exclude the foundation-model layer, and the three-digit billions…
Last week, SpaceX acquired an option to buy Cursor for sixty billion dollars.
Cursor is a code editor — an application that software engineers use to write and edit code. It is three years old. It was founded in 2022 and until recently was largely unknown outside developer communities. In the past twelve months it has become, by some measures, the fastest-growing developer tool in the history of…
Continue Reading Last week, SpaceX acquired an option to buy Cursor for sixty billion dollars.
Three numbers came out this week that don’t quite add up.
PwC reports that 88% of US business leaders plan to increase their AI budgets over the next twelve months, driven specifically by enthusiasm for agentic AI systems — AI that doesn’t just answer questions but takes actions, runs processes, and operates with a degree of autonomy. Deloitte, surveying the same universe of organisations, finds that…
Continue Reading Three numbers came out this week that don’t quite add up.
Agentic AI Market Outlook 2026
This piece is a snapshot of how the major external analyst firms — McKinsey, BCG, Capgemini, IDC, and others — were sizing the agentic AI market through 2025 and 2026. The figures below remain useful as a reference for what the consensus analyst view looked like at the time. Information Matters’ own market sizing differs…
The Data-First Revolution: A Strategic Shift to AI Data Curation – Market Forecast Report
AI data curation market — forecast and analysis The AI data curation market is the picks-and-shovels layer of the agentic AI stack. Foundation models can only be as good as the data they are trained on; agentic systems can only act reliably on retrieval data that has been cleaned, structured and quality-checked; production AI deployments…
Global Agentic AI market to grow to $52 billion by 2030
Editorial note — the IM 2030 figure has since been revised. This piece sets out an earlier Information Matters forecast: a $52 billion global agentic AI market by 2030. That figure has been superseded by the analysis in our Q1-2026 agentic AI market report, which puts the 2030 central case at $140 billion, with a four-scenario range of $88…
Continue Reading Global Agentic AI market to grow to $52 billion by 2030
$164bn of value at risk from impact of open agentic AI protocols on enterprise application market
Based on the current market trajectory for Agentic AI and the Model Context Protocol (MCP), Information Matters estimates a significant portion of the projected $690 billion global enterprise software spend in 2030 is considered “at risk” of disruption.
Agentic AI will change the structures of firms and markets
Information Matters research estimates that agentic AI adoption over the coming 5 years will transform firm and market structures with up to $9 trillion in fully orchestrated revenue from agentic commerce globally by 2030. Why do firms exist if the invisible hand of the market is so powerful? The economist Ronald Coase asked that in…
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