Enterprise AI Market Insights (Q4 2025)

Overview

• Gartner estimates global AI spending will reach US$1.5 trillion in 2025, rising to over US$2 trillion by 2026.
• McKinsey reports 88% of organizations use AI in at least one function in 2025, up from 78% last year.
• Enterprises using AI report productivity gains of 26–55%, with an average ROI of US$3.70 per dollar invested.

Market Size & Growth

• Enterprise AI market size estimated at US$20.93B in 2025, projected to reach US$560.74B by 2034 (CAGR 44.1%).
• Alternative forecast: US$98B in 2025 growing to US$558B by 2035 (CAGR ~19%).
• Global AI spending projected at ~US$1.5T in 2025, showing strong sector-wide acceleration.

Key Growth Drivers

• Agentic AI growth: 23% of organizations scaling agentic systems, 39% experimenting.
• Cloud-driven adoption: Cloud deployments capture 62.9%+ of enterprise AI revenue.
• Enterprise investment: Large organizations invest an average of US$6.5M annually in AI, with 87% of enterprises implementing AI solutions.

M&A Overview

• Salesforce acquires Doti AI for US$100M in Nov 2025.
• Global AI strategic M&A value surged 242% YoY, with deal volume up 51%.
• Big Tech undergoing a US$100B+ AI acquisition wave, targeting AI chip and agentic‑AI innovations.

AI’s Role

• Only 39% of organizations report EBIT impact at enterprise level, highlighting maturity gaps.
• GenAI adoption in operations jumped from 33% (2023) to 71% (2025).
• 67% of jobs now require AI skills; 64% of companies developing autonomous business processes.

Competitive Landscape

• Key platform players: Microsoft, Google, IBM, AWS, Salesforce, DataRobot, Dataiku, Huawei, NVIDIA.
• Enterprise LLM usage share: Anthropic 32%, OpenAI 20%, Meta Llama 9% (as of mid‑2025).
• Rising competition between cloud‑AI providers and specialized agentic‑AI automation vendors.

Sources

Reuters, McKinsey, Precedence Research, Research Nester, SecondTalent, Fullview, CIO, Ropes & Gray, BusinessWire / ResearchAndMarkets, Menlo VC

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