AI代理市场：下一个十年，掌控AI智能体市场的软件公司将胜出

MarketplacesAl AgentMarketplaces Why the next decade will be won by softwarecompanies that own AI Agent Marketplaces - orrisk becoming infrastructure.Why the next decade will be won by softwarerisk becoming infrastructure. ForewordForeword The next wave of enterprise technology will not be won by who buildsthe best AI. It will be won by who controls how AI reaches the end user.The next wave of enterprise technology will not be won by who buildsthe best Al. It will be won by who controls how Al reaches the end user. We are entering the age of the AI agent — autonomous software that can reason,plan, and act on behalf of users and organisations.We are entering the age of the Al agent - autonomous software that can reason,plan, and act on behalf of users and organisations. By 2027, Gartner projects thatagentic AI will be embedded inBy 2027, Gartner projects thatagentic Al will be embedded in more than50%more than of enterprise software products,up from less than 5% today.50%of enterprise software products,up from less than 5% today McKinsey estimates that AI agents could automate up to 70% of business tasks thatcurrently require human interaction — not just assist with them, but fully executethem.Mckinsey estimates that Al agents could automate up to 70% of business tasks thatcurrently require human interaction - not just assist with them, but fully executethem. This is not an upgrade cycle. It is a platform shift. And like every platform shiftbefore it — from mainframe to PC, from desktop to cloud, from web to mobile — itwill create new winners and render the unprepared obsolete.This is not an upgrade cycle. It is a platform shift. And like every platform shiftwill create new winners and render the unprepared obsolete. The question for every incumbenttechnology company today is brutallysimple: will you own the agent distributionlayer, or will someone else own it for you?The question for every incumbenttechnology company today is brutallysimple: will you own the agent distributionlayer, or will someone else own it for you? ExecutiveSummaryExecutiveSummary 1AI is changing how enterprise software is consumed.McKinsey’sState of AI Reportfound that:Al is changing how enterprise software is consumed. Mckinsey'sState of Al Report found that: 23%are already scaling anagentic AI systemsomewhere in theenterprise.23%are already scaling anagentic Al systemsomewhere in theenterprise. 88%88% 62%62% of respondents saytheir organizations arenow using AI in at leastone business functionof respondents saytheir organizations arenow using Al in at leastone business function are at leastexperimenting withAI agentsare at leastexperimenting withAl agents 2The strategic battleground is moving from the applicationinterface to the agent distribution layer: the place where agentsare built, discovered, governed, connected to enterprise data, anddeployed into daily work. That shift is visible in how leading vendorsare adding agent builders, stores, exchanges, orchestration, andpartner ecosystems to their platforms.The strategic battleground is moving from the applicationinterface to the agent distribution layer: the place where agentsare built, discovered, governed, connected to enterprise data, anddeployed into daily work. That shift is visible in how leading vendorsare adding agent builders, stores, exchanges, orchestration, andpartner ecosystems to their platforms. 3Incumbents that do not own that layer risk losing attention, usage,partner activity, and pricing power to whichever platform becomesthe default entry point for work. This is an inference from currentvendor design patterns and from the fact that agents areincreasingly being deployed in the channels where employees andcustomers already work.Incumbents that do not own that layer risk losing attention, usage,partner activity, and pricing power to whichever platform becomesthe default entry point for work. This is an inference from currentvendor design patterns and from the fact that agents areincreasingly being deployed in the channels where employees andcustomersalreadywork. The market is moving fast enough to matter.Gartner’s forecastsinclude:The market is moving fast enough to matter.Gartner's forecasts include: of B2B spend will flow throughAI agent exchanges- Gartner Top Predictions for 2026 and Beyond, October 2025By 2028$15TBy 2028$15Tof B2B spend willflow throughAl agent exchanges- Gartner Top Predictions for 2026 and Beyond, October 2025 33%33% of enterprise softwareapplications will includeagentic AIof enterprise softwareapplications will includeagentic Al 5The practical window is short. The opening is about 12–24 monthsin incumbent product cycles that often run 18–36 months.Research shows that many enterprises are still piloting, not scaling,which means the control points are still being defined.The practical window is short. The opening is about 12-24 monthsin incumbent product cycles that often run 18-36 months.Research shows that many enter