AI Adoption Drives Cost Risks and Market Split in Enterprise Software

A Forrester study commissioned by Boomi finds that 86 % of enterprises have deployed AI agents, yet only 34 % trust them, creating an "agentic chaos" that costs firms an average €2.1 million when control is lacking. Companies in the highest maturity quartile report 55 % trust, 59 % productivity gains and 51 % more innovation, supported by wider use of integration‑platform services (46 % vs 25 % in chaotic firms). The number of AI agents per firm has doubled in a single quarter, while monitoring coverage rose modestly from 47 % to 52 % and just 9.5 % secure over 80 % of their agents.

Separately, Evercore analyst Kirk Materne highlights a sharp split in the software sector: infrastructure and security vendors such as Datadog, Palo Alto Networks and CrowdStrike have surged roughly 90 % YTD, while application‑software giants like Salesforce, Adobe, Workday and Atlassian have shed a third of their market value. The divergence is linked to how firms monetise AI, with infrastructure, data‑orchestration and security platforms benefiting most.