AI Spend Hits $177B, But Only 22% Comes From Software Budgets

AI Spend Hits $177B, But Only 22% Comes From Software Budgets

6h ago
SaaStr AI SprinklerAS Gtm_strategy New

The Gist

  • Enterprises spent $176.8B on AI in 2026, up 5.4x from 2025
  • Only 22% of AI spend came from software budgets, with 13% going to incumbents
  • AI-native vendors captured just $12.6B, competing for the smallest budget pool
  • AI cut SaaS growth by 2 points, slowing market expansion to 11%

RevBots.ai View:

AI-native vendors must target net-new budgets, not fight incumbents for shrinking software dollars.

Full Story: SaaStr →