Pack analyst btn         PAC        
 
Report 11 Aug 2026

Software & IT Services - InSight Analysis - US

Scope & purpose

This report provides a concise market profile of the United States software & IT services (SITS) market: size and structure, provider landscape, medium‑term trends, and PAC’s opinion on drivers and obstacles.

Key findings

Market scale: The US is the global bellwether — roughly 55% of the global software & cloud platforms market and ~40% of the global IT services market.

AI as the central force: AI industrialization (infrastructure, data engineering, model ops, governance and workflow redesign) is the dominant growth driver; value lies more in infrastructure and integration than in standalone GenAI apps.

Infrastructure & energy constraints: Large CAPEX projects and energy/compute commitments (e.g., Stargate, major hyperscaler deals) reshape vendor roles and procurement.

Policy & geopolitics matter: US government initiatives (AI Action Plan, federal procurement shifts, DOGE) are materially affecting demand, concentration, and vendor access to public-sector work.

Services transformation: The market is shifting from labor arbitrage to outcome‑based services; automation compresses low-value labor while increasing demand for high-value redesign, governance and managed services.

Provider landscape: Hyperscalers, frontier labs, large GSIs and re-positioning vendors (e.g., Oracle) are competing for control points in the AI stack.

Conclusion

Robust demand persists, but growth is being re-shaped by AI infrastructure needs, policy, energy constraints, and a shift toward outcome-oriented service models.

 

Recommended advisory: PAC Leadership Session – AI in Business Transformation

profile-image
Tom Reuner

SHARE :

Related Content

View all reports >

AlmavivA - Figures - Italy - FY 31-Dec-2024

This Excel document is part of the company profiles PAC publishes every year at local, regional and worldwide level.

Event Date : September 24, 2025

Read more >

M&A - Deal Tracker - Austria

This Excel document lists M&A deals in the software & IT services industry in Austria since 2013.

Event Date : September 23, 2026

Read more >

Generative AI for Cybersecurity - InSight Analysis - Worldwide

This report aims to provide a panorama of current uses of generative AI for cybersecurity.

Event Date : August 09, 2023

Read more >

SAP Services - CGI - Vendor Profile - Worldwide

The SAP Services vendor profiles portray leading providers of SAP services, analyzing their strategies and ...

Event Date : February 01, 2023

Read more >

Expert View: The Role of AI Agents in Conversational Commerce

AI agents have the potential to shift conversational commerce from scripted containment to delegated commercial action. In this context, their value ...

Event Date : March 31, 2026

Read more >

Latest Publications report

View latest publications Reports >

Free reports & webinars

View All Free Reports & Webinars >