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
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