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 […]
Agentic AI Research
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 […]
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 Of the 409 S&P 500 companies that filed an annual report […]
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 […]
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 […]
