Market Trajectory: AI Token vs Enterprise Apps

This presentation examines a massive transition in the technology sector between 2025 and 2028, highlighting how artificial intelligence and tokenization are rapidly eclipsing legacy software systems. While traditional enterprise applications like ERP and CRM maintain steady growth, they are being structurally disrupted by AI-native alternatives that are projected to reach a market value of up to $4.2 trillion. The data reveals a significant market shift occurring in early 2026, characterized by a sharp decline in traditional SaaS valuations as IT budgets pivot toward generative AI and advanced data infrastructure. This foundational layer, including cloud platforms and big data analytics, is expected to exceed $1.06 trillion as it becomes the primary environment for serving large language models. Ultimately, the report forecasts a strategic convergence where the industry moves away from per-seat licensing in favor of an automated data-to-action loop.

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