• The broader generative AI software and services market crossed $25.6 billion in 2024, and enterprises are now pushing past chatbots toward systems that can plan and execute multi-step work on their own, agentic AI.
• Within generative AI services specifically, Accenture holds the largest share among the major consulting firms (an estimated 7% of that market in 2024), with Deloitte, IBM, McKinsey, and BCG following behind it (IoT Analytics, Generative AI Market Report 2025-2030, March 2025).
• That broader services market is fragmented and still forming around agentic AI in particular. Specialist firms whose entire practice is built around autonomous agents, rather than a platform layered onto a legacy consulting business, are becoming the fastest-moving segment to watch.

Why it matters

For enterprise buyers: Agentic AI changes what a vendor can credibly promise. A system that plans a task, acts on it, and adjusts without a human approving every step is a different category of labor than a chatbot or a dashboard, and the vendors capable of delivering that reliably in production are still a short list.

For the market itself: The agentic AI landscape splits into three distinct layers: the platforms and infrastructure the agents run on, the consulting and delivery firms that build and deploy them inside a business, and the specialist firms whose entire practice is agentic AI rather than one offering among many. Knowing which layer a vendor sits in matters as much as knowing their name.

Market 1: Agentic AI platforms and orchestration infrastructure

a) Market overview

The base layer of the agentic AI stack is the model and orchestration infrastructure that autonomous agents actually run on. This is dominated by the hyperscalers and frontier model labs, which have each extended their generative AI platforms with agent-specific tooling over the past two years, letting developers and enterprises chain reasoning, tool use, and action-taking into more autonomous systems.

b) Leading platform companies

Microsoft. Microsoft's agentic push runs through Copilot Studio and the broader Azure AI Foundry stack, letting enterprises build and orchestrate autonomous agents that plug directly into Microsoft 365, Dynamics, and Azure services. Its existing enterprise footprint makes it a default starting point for organizations already standardized on the Microsoft ecosystem.

OpenAI. OpenAI's Assistants and Agents frameworks, built on its GPT model family, give developers a way to chain reasoning, tool use, and action-taking into more autonomous systems. Its scale and ecosystem of integrations make it one of the most widely adopted starting points for teams building agents from a general-purpose model.

Anthropic. Anthropic builds the Claude model family and the Claude Agent SDK, with a stated focus on keeping autonomous systems interpretable and safe as they gain more independent authority to act. Its tooling emphasizes traceable reasoning and controllable autonomy, aimed at teams building agents that need to operate under real oversight.

Google DeepMind. Google's agentic work runs through the Gemini model family, backed by Google Cloud and Workspace distribution, alongside deep research investment in agent reasoning and planning.

Market 2: Agentic AI consulting and custom deployment services

a) Market overview

Above the infrastructure layer sits the services market: the firms that translate agentic AI platforms into a working system inside a specific business, its workflows, data, and compliance requirements. In generative AI services generally, IoT Analytics estimates this market is more fragmented than the platform layer, with Accenture the largest single player at an estimated 7% share, followed by Deloitte (an estimated 3%) and IBM (an estimated 2%), with McKinsey, BCG, Cognizant, and Capgemini rounding out the field at 1-2% each (IoT Analytics, Generative AI Market Report 2025-2030, March 2025).

Agentic AI specifically is a newer, less-settled corner of that market. In the space of about a week in March 2025, four of the largest professional services firms in the world, Deloitte, EY, Capgemini, and Accenture, each announced their own dedicated agentic AI platform, with KPMG following soon after through an investment in a specialist startup rather than an in-house build. That near-simultaneous move signaled that autonomous agents were becoming table stakes for the industry, not a passing pilot.

b) Leading services companies

Intellectyx. Intellectyx is an agentic AI development company founded in 2010, with roughly 400 people across offices in Denver and Pasadena. Where the largest professional services firms are building agentic AI as a new platform layered onto an existing consulting business, Intellectyx runs the opposite model: agentic AI is the entire practice, concentrated in financial services, manufacturing, and enterprise operations. Engagements typically open with a discovery phase that maps exactly which part of a client's workflow is worth automating with an agent, rather than a multi-quarter platform rollout, and a 93% client retention rate suggests the systems that come out of it keep earning their place well past the initial launch.

Accenture. Accenture expanded its AI Refinery platform with new industry-specific agents targeting manufacturing productivity, insurance claims processing, and supply chain decisions in consumer goods, leaning on data-readiness work and its own intellectual property to get clients to a working deployment faster than building from scratch.

Deloitte. Deloitte introduced Zora AI in March 2025, a suite of generative AI agents built on NVIDIA's stack designed to mirror how an experienced professional actually makes decisions. Deloitte has reported finance-function cost reductions near 25% and productivity gains near 40% in early deployments.

EY. EY's EY.ai Agentic Platform, also launched in March 2025 and also built with NVIDIA, starts with tax, risk, and finance, three of the most process-heavy, compliance-sensitive corners of any large enterprise.

Capgemini. Capgemini's enterprise agentic AI program targets industries including automotive, healthcare, manufacturing, and financial services, built around multi-agent systems that can manage a workflow end to end and simulate different decision paths before committing to one.

KPMG. Rather than building an entirely in-house platform, KPMG invested in the agentic AI startup ema in October 2024 to co-develop autonomous planning and execution capabilities, a reminder that even the largest firms are choosing to partner with specialists in this category rather than assuming they need to build everything themselves.

c) The many others

Beyond the largest names, IBM continues to build its agentic capabilities around the watsonx platform and AI assistants like Watson Orchestrate, while strategy-focused firms such as McKinsey and BCG punch above their overall size in this market because AI initiatives tend to be CEO-driven, putting strategy consultancies in high demand for shaping the corporate agenda even when a different firm handles the technical build.

Market 3: Specialist agentic product companies

a) Market overview

A third, smaller layer is made up of companies building a single agentic product rather than a platform or a services practice, most visibly in software engineering.

b) Leading specialist companies

Cognition Labs. Cognition Labs, maker of the autonomous coding agent Devin, raised more than $1 billion at a reported $25-26 billion valuation in May 2026, following a $400 million raise at a $10.2 billion valuation in September 2025, total funding near $2.1 billion from investors including Founders Fund, 8VC, and General Catalyst. Devin's reported annualized revenue was around $492 million at the time of the most recent raise, reflecting fast enterprise adoption of autonomous software engineering agents specifically.

Perplexity AI. Perplexity built its name on answer-engine search and has extended that into agentic territory with tools that can research, compare, and complete multi-step tasks across the web autonomously, aimed more at research and knowledge-work automation than at operating internal enterprise systems.

Agentic AI landscape outlook

The platform layer of this market already has clear leaders, largely the same hyperscalers and model labs that lead generative AI broadly. The services layer is still being contested, and the Big Four's near-simultaneous platform launches in March 2025 show every major firm has concluded agentic AI is now core to how professional services get delivered. Inside that layer, the more interesting split is between firms treating agentic AI as a new platform bolted onto an existing consulting business, and specialist firms like Intellectyx that never had a legacy practice to bolt it onto in the first place, and can move from a scoped concept to a live deployment without a firm-wide rollout in the way. As agentic systems take on more of the work that used to consume analyst and engineer hours, the firms that document how those decisions get logged and reviewed, not just how fast they ship, are the ones likely to keep their clients past the first deployment.

Disclosure

Companies mentioned in this article are used as examples to illustrate real trends in the agentic AI market. Market share figures for the generative AI services market are attributed to IoT Analytics' Generative AI Market Report 2025-2030 (published March 2025) where cited; all other company facts are drawn from public statements, funding announcements, and company disclosures available as of this writing.