The Agentic AI Market: Trends, Investments, and Future Outlook
A comprehensive analysis of market size, growth projections, investment opportunities, and the future of autonomous AI systems
Key Takeaways
- Agentic AI market size 2025: Valued at $6.96-$7.84 billion with projected growth to $42-93 billion by 2030-2032 (43-49% CAGR)
- 2025 adoption trends: 79% of companies adopting AI agents, 88% planning budget increases, 171% average projected ROI
- Investment vehicles: SoFi Agentic AI ETF (AGIQ) and Vanguard VGT offer diversified exposure to the sector
- Future outlook: 45% of organizations expected to orchestrate AI agents at scale by 2030, adding $2.6-4.4 trillion to global GDP
AGENTIC AI MARKET AT A GLANCE — 2025
Sources: MarketsandMarkets, PwC, Arcade AI
The agentic AI market represents one of the fastest-growing segments in the technology sector. As autonomous AI systems capable of planning, reasoning, and executing complex tasks gain enterprise adoption, investors and business leaders are scrambling to understand the market dynamics, growth projections, and investment opportunities in this transformative space.
This comprehensive analysis examines the current state of the agentic AI market in 2025, explores key trends and developments, evaluates investment vehicles including dedicated ETFs, and provides an outlook on the future of agentic AI through 2030.
Agentic AI Market Size 2025
Multiple market research firms have published forecasts for the agentic AI market size in 2025, with estimates ranging from $6.96 billion to $7.84 billion. While methodologies vary, all sources agree on exceptional growth trajectories.
| Research Firm | 2025 Market Size | 2030+ Projection | CAGR |
|---|---|---|---|
| MarketsandMarkets (AI Agents) | $7.84B | $52.62B (2030) | 46.3% |
| Mordor Intelligence | $6.96B | $42.56B (2030) | 43.61% |
| Fortune Business Insights | $7.29B | $139.19B (2034) | 40.50% |
| MarketsandMarkets (Agentic) | $7.06B | $93.20B (2032) | 44.6% |
| Grand View Research | $7.63B | $182.97B (2033) | 49.6% |
| Precedence Research | — | $199.05B (2034) | — |
Regional Market Distribution
"By 2030, agentic AI will represent 31% of the total generative AI market, up from just 6% in 2025."
Agentic AI Trends 2025
The agentic AI trends in 2025 reveal a market transitioning from early experimentation to enterprise-scale deployment. Key patterns are emerging across adoption rates, investment priorities, and technological developments.
Rapid Enterprise Adoption
- 79%of companies already adopting AI agents
- 96%of IT leaders plan to expand implementations in 2025
- 35%adoption in 2 years (vs 70% for GenAI in 3 years)
Source: PwC AI Agent Survey
Budget Increases
- 88%of executives planning AI budget increases due to agentic AI
- 26%+budget increases planned by over a quarter of companies
- 43%of companies directing half their AI budget to agentic systems
Source: Arcade AI Research
Multi-Agent Systems Surge
- 1,445%surge in multi-agent system inquiries (Q1 2024 to Q2 2025)
- 70%+of AI efforts focus on action-based agents, not chatbots
- 50%efficiency gains estimated in customer service, sales, HR
Source: Pragmatic Coders / Gartner
ROI Realization
- 171%average projected ROI from agentic AI deployments
- 192%projected ROI for U.S. enterprises specifically
- 66%of adopters report measurable productivity value
Source: Arcade AI / OneReach
The Production vs. Pilot Gap
While adoption is high, a gap remains between experimentation and production deployment:
Deloitte 2025 Emerging Technology Trends
G2 August 2025 Survey
Sources: Deloitte, G2 Enterprise AI Agents Report
Key Agentic AI Developments in 2025
The agentic AI developments in 2025 span technological advancements, standardization efforts, and enterprise platform launches.
Emerging Protocol Standards
Just as HTTP standardized web communication, new protocols are establishing the foundation for agent interoperability:
Anthropic MCP (Model Context Protocol)
Standardizes how agents connect to external tools, databases, and APIs. Saw broad adoption throughout 2025.
Google A2A (Agent-to-Agent Protocol)
Enables interoperability between different AI agents, allowing multi-vendor agent orchestration.
Major Enterprise Launches
Salesforce Agentforce
Revolutionizing customer service and sales through intelligent automation with autonomous AI agents.
ServiceNow Agentic AI
Launched September 2024, reached ~1,000 customers by March 2025 including EY, Rolls Royce, and BT Group.
Microsoft 365 Copilot Agents
Six new agentic AI agents for cybersecurity handling phishing, data security, and identity management—processing 84 trillion signals daily.
NVIDIA Llama Nemotron
Family of reasoning models designed for advanced AI agents with enhanced accuracy and up to 5x faster inference.
Top Agentic AI Stocks
For investors seeking exposure to agentic AI stocks, the market includes established tech giants, enterprise software leaders, and emerging specialists.
Major Technology Companies
| Company | Ticker | Agentic AI Focus |
|---|---|---|
| Microsoft | MSFT | Copilot agents, Azure OpenAI, GitHub Copilot, $13B+ OpenAI investment |
| NVIDIA | NVDA | Blackwell Ultra GPUs, Llama Nemotron reasoning models, AI infrastructure |
| Alphabet/Google | GOOGL | Gemini, A2A Protocol, Google Cloud AI agents, DeepMind |
Enterprise Software Leaders
| Company | Ticker | Agentic AI Focus |
|---|---|---|
| Salesforce | CRM | Agentforce platform for customer service and sales automation |
| ServiceNow | NOW | ~1,000 enterprise customers using agentic AI (EY, Rolls Royce, BT Group) |
| UiPath | PATH | RPA + agentic AI; 90% of IT execs see process improvement potential |
Emerging Specialists
| Company | Ticker | Agentic AI Focus |
|---|---|---|
| C3.ai | AI | U.S. Army contract for AI contested logistics solution |
| SoundHound AI | SOUN | Voice AI agents for healthcare, finance, insurance; Q3 2025 revenue up 68% YoY |
| Amplitude | AMPL | AI agents for user behavior monitoring; Q3 2025 ARR $347M (+16% YoY) |
| Veritone | VERI | aiWARE platform for unstructured data intelligence |
Investment Consideration
Agentic AI is still in its nascent stages, making it difficult to predict which companies will ultimately dominate. Given this uncertainty, a diversified investment approach through ETFs may be a prudent strategy for many investors.
Agentic AI ETFs: AGIQ and VGT
Exchange-traded funds offer diversified exposure to the agentic AI sector. Two notable options include the dedicated SoFi Agentic AI ETF and the broader Vanguard Information Technology ETF for agentic and physical AI exposure.
SoFi Agentic AI ETF (AGIQ)
Launched Sept 2025Announced by SoFi (NASDAQ: SOFI) on September 3, 2025, AGIQ provides focused exposure to companies developing, providing, or utilizing agentic AI technologies.
Fund Details
- Ticker: AGIQ (NYSE Arca)
- Index: BITA US Agentic AI Select Index
- Holdings: 30 companies
- Expense Ratio: 0.69%
- Adviser: Tidal Investments LLC
Sector Exposure
- • Self-driving transportation
- • AI scheduling assistants
- • Cybersecurity networks
- • Autonomous industrial machinery
- • Semiconductors and cloud computing
Notable Holdings
Includes companies such as Salesforce, Tesla, and NVIDIA (holdings subject to change).
Source: SoFi AGIQ ETF Page
Vanguard Information Technology ETF (VGT)
Agentic + Physical AIRecommended by The Motley Fool as an optimal vehicle for investors seeking exposure to the agentic and physical AI Vanguard ETF revolution.
Fund Details
- Ticker: VGT (NYSE Arca)
- Holdings: 316 technology companies
- Expense Ratio: 0.10%
- Median Market Cap: $512.2B
- Category Average Expense: 0.95%
Top Holdings (~44% of portfolio)
- • Apple
- • NVIDIA (15.4% of portfolio)
- • Microsoft
- • Broadcom
- • Salesforce, Oracle (enterprise software)
Investment Thesis
VGT provides a front-row seat to both agentic AI (autonomous decision-making systems) and physical AI (advanced robotics) through a single, low-cost investment. The fund's large-cap focus provides stability while its semiconductor holdings (NVIDIA, Broadcom, AMD) capture enabling technologies.
Sources: Motley Fool, Nasdaq
| Feature | AGIQ (SoFi Agentic AI) | VGT (Vanguard IT) |
|---|---|---|
| Focus | Pure agentic AI exposure | Broad technology with AI exposure |
| Holdings | 30 companies | 316 companies |
| Expense Ratio | 0.69% | 0.10% |
| Risk Profile | Higher (concentrated, emerging tech) | Lower (diversified, large-cap) |
| Best For | Targeted agentic AI bet | Balanced tech + AI exposure |
Future of Agentic AI: 2030 Outlook
The future of agentic AI points toward transformational change across industries, with projections suggesting fundamental shifts in how enterprises operate and compete.
AGENTIC AI 2030 PROJECTIONS
Sources: IDC FutureScape 2026, Gartner, McKinsey, Omdia, World Economic Forum
Projected Milestones
- • 40% of enterprise apps include AI agents (Gartner)
- • 40% of G2000 job roles involve working with AI agents (IDC)
- • 15% of day-to-day work decisions made autonomously by AI (Gartner)
- • 33% of enterprise software with agentic AI features
- • 68% of customer service interactions managed by agents
- • 45% of organizations orchestrating AI agents at scale (IDC)
- • 60%+ of enterprise applications include AI agents (Gartner)
- • Fully autonomous enterprises emerge in select industries
- • $2.6-4.4 trillion added to global GDP (McKinsey)
"IDC's FutureScape 2026 details how Agentic AI will evolve from isolated pilots to enterprise-wide orchestration—transforming decision-making, operations, and competitiveness across every sector of the global economy."
Investment Risks and Considerations
While the agentic AI market presents significant opportunities, investors should understand the associated risks and challenges.
Technology Risks
- •Rapid technological change may favor new entrants
- •40%+ of agentic AI projects may fail by 2027 due to legacy system limitations (Gartner)
- •Intellectual property challenges and competitive pressures
- •Potential obsolescence of current solutions
Governance & Regulatory Risks
- •Up to 20% of G1000 organizations may face lawsuits/fines by 2030 due to inadequate AI controls (IDC)
- •42% of organizations still developing agentic strategy
- •Evolving regulatory landscape creates uncertainty
- •Ethical AI and safety concerns may drive restrictions
Market Risks
- •Nascent market makes picking long-term winners difficult
- •Concentrated ETFs like AGIQ may be more volatile
- •Valuations may not reflect realistic adoption timelines
- •Regional adoption varies significantly
Implementation Challenges
- •Legacy system integration remains a key obstacle
- •35% of organizations have no formal agentic strategy
- •Talent shortages in AI/ML engineering
- •Data quality and governance requirements
Frequently Asked Questions
What is the agentic AI market size in 2025?
The agentic AI market is valued between $6.96 billion and $7.84 billion in 2025, depending on the research firm. Market projections estimate growth to $42-93 billion by 2030-2032, with compound annual growth rates (CAGRs) ranging from 43% to 49%. The U.S. market specifically is valued at $2.43 billion in 2025.
What are the key agentic AI trends in 2025?
Key 2025 trends include: 79% of companies already adopting AI agents, 88% of executives planning budget increases due to agentic AI, a 1,445% surge in multi-agent system inquiries, and the emergence of standardized protocols like Anthropic's MCP and Google's A2A. Additionally, 171% average ROI is projected from deployments.
What are the best agentic AI stocks to invest in?
Top agentic AI stocks span three categories: major tech companies (Microsoft, NVIDIA, Alphabet/Google), enterprise software players (Salesforce, ServiceNow, UiPath), and emerging specialists (C3.ai, SoundHound AI, Amplitude). Given market uncertainty, diversified exposure through ETFs like SoFi AGIQ or Vanguard VGT may be appropriate for many investors.
What is the SoFi Agentic AI ETF (AGIQ)?
AGIQ is an ETF launched by SoFi in September 2025 that tracks the BITA US Agentic AI Select Index. It includes 30 holdings of companies involved in agentic AI technologies including self-driving transportation, AI assistants, cybersecurity networks, and enabling technologies like semiconductors. The expense ratio is 0.69%.
What is the future outlook for agentic AI through 2030?
By 2030, IDC forecasts 45% of organizations will orchestrate AI agents at scale. The market is projected to reach $45-52 billion. Gartner predicts 60% of enterprise applications will include AI agents as standard features. McKinsey projects agentic AI could add $2.6-4.4 trillion annually to global GDP if deployed responsibly.
What is the difference between AGIQ and VGT for AI investing?
AGIQ (SoFi Agentic AI ETF) provides concentrated exposure to 30 pure-play agentic AI companies with a 0.69% expense ratio, offering higher risk/reward. VGT (Vanguard Information Technology ETF) provides diversified exposure to 316 technology companies including AI leaders, with a low 0.10% expense ratio and lower volatility. AGIQ is better for targeted agentic AI bets; VGT is better for balanced tech + AI exposure.
Sources
Market Research Reports
Industry Analysis & Consulting
Investment & ETFs
Company Announcements
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