“Based on the radical productivity gains that we expect AI to deliver, businesses could increase spending on software 47% at an annual rate during the next six years, from $1.1 trillion this year to $13 trillion in 2030.”

ARK later framed this as the top end of a range — its July 2025 research gave a $3–13 trillion 2030 software-spend scenario band with a $7 trillion midpoint — so the $13 trillion figure represents its rapid-mass-adoption case.