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1、 The emerging agentic AI software infrastructure market 1The emerging agentic AI software infrastructure marketFrom SaaS to agentic AIDigital and Analytics /ArticleMarch 10,2026Between the late 1990s and the mid-2010s,the rise of software-as-a-service(SaaS)fundamentally dismantled the on-premises ap

2、plication market.Early SaaS pioneers such as Salesforce(founded in 1999)demonstrated that multi-tenant,subscription-based delivery could outperform licensed,install-and-maintain software on cost,speed,and scalability.By the late 2000s,SaaS adoption accelerated rapidly as cloud infrastructure matured

3、,culminating in the 20102015 period when SaaS became the dominant model for new enterprise software purchases.These SaaS companies built their new business on the back of cloud software infrastructure.These foundational capabilities,spanning cloud infrastructure,cloud platform services,cloud operati

4、ons,and cloud financial and commercial management,were crucial prerequisites for SaaS adoption at scale and had to mature before the SaaS market could fully take off.Much like the industrys transition from on-premises software to SaaS,agentic AI will also usher in a new software delivery model,leadi

5、ng to very different underlying software infrastructure(see figure 1).A software infrastructure model is beginning to take shape for agentic AI,providing the foundational services required to enable the transition from application-centric SaaS platforms to agent-centric agent-as-a service(AaaS)syste

6、ms.In the following sections we describe how this agentic AI software infrastructure landscape is shaping up and then offer some investment hypotheses to capitalize on this shift.The emerging agentic AI software infrastructure market 2The evolving agentic AI software infrastructure landscapeThe agen