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Google Cloud Predicts a $1 Trillion Agentic AI Market by 2040
3 min read.
Midas AI
July 28, 2025
Agents are no longer fiction, they’re becoming business infrastructure. Google Cloud forecasts a $1 trillion global market for agentic AI services by 2040. This means platforms where AI doesn’t just assist, it autonomously reasons, decides, and acts across complex workflows.
Enterprise demand is already heating up. Over 90% of organizations plan to deploy agentic AI within the next three years. And Google’s own ecosystem of partners is seeing massive growth from this shift.
What Is Agentic AI?
Instead of wrapping simple automations, agentic AI delivers autonomous workflows. Think agents coordinating logistics, resolving support queries, processing claims, or optimizing inventory, all across channels and systems with minimal manual work.
Google Cloud combines cloud AI tools like Vertex AI and Agentspace to build multi agent orchestration platforms that connect deeply to enterprise data and operations.
Where the $1 Trillion Breakdown Comes From
Google Cloud markets the opportunity in six major sectors
Retail and CPG, $150B to $200B globally in systems integrator services.
Financial services and insurance, $125B to $175B for agentic automation in reporting and workflows.
Tech, media, entertainment and gaming, $125B to $175B for scalable insights and recommendations.
Healthcare and life sciences, $100B to $150B in clinical trials and claims optimization.
Industrial and automotive, $200B to $250B in supply chain, predictive maintenance, and field collaboration.
Public sector services, $125B to $175B streamlining government workflows and citizen support.
North America holds 44% of the opportunity, followed by EMEA with 34%. LATAM and other regions account for the rest. (Source Google Cloud / BCG analysis)
Why This Matters Now
Enterprise adoption is near universal Internal studies show nearly all firms plan to go agentic in the coming years.
Revenue upside is massive The agentic market alone is forecasted to surpass Google's current partner services revenue by 2035.
Partners and integrators are powering this growth Agentic AI is reshaping consulting, implementation, and strategic transformation services across sectors.
What Builders, Partners, and Founders Should Know
This isn’t about adding another ML API to your stack. It’s a new interaction paradigm. If you're building tools for enterprise workflows, compliance systems, or vertical applications, agentic orchestration belongs on your roadmap.
Key design principles include
Multi agent systems with identity and protocol coordination
Workflow pipelines that connect across systems
Transparent outcome tracking and value based pricing models
Bring together conversational interfaces, real time event handling, and data signals in unified logic layers, not silos of 100 repeating automations.
Your Next Moves
Start mapping high pain workflows in your industry. Where do agents make sense, in HR, support, field service, compliance, or supply logistics? Plan a pilot with just one use case, instrument for ROI, and layer agentic flows over existing processes.
If you’re a system integrator or service partner, position yourself to evolve from implementation gigs to strategic transformation. Agentic engagement means outcome based models, vertical expertise, and cross domain coordination.
The Big Picture
Agentic AI is not an experiment. It is a tectonic shift in how enterprise intelligence is built and consumed. The $1 trillion opportunity will flow to platforms, partners, and builders who make autonomous service orchestration real at scale.
The tools exist. The demand is real. The question now is not whether it will happen, but who will lead it.