In the race to adopt Agentic AI, the rising tide will lift all boats—but it won’t lift them equally. For System Integrators and service partners, the key to winning in this new era isn’t just about mastering the technology; it’s about knowing where to deploy it.
A deep dive into the Total Addressable Market (TAM) for Agentic AI reveals that while every sector stands to benefit, the “size of the prize” varies wildly by industry. By following the money, partners can place smarter bets on where the demand for high-value services will explode first.
Here is where the biggest value pools are hiding.
1. The Giants: Tech/TMEG & Financial Services
If you are looking for the center of gravity in the Agentic AI market, look no further than the Technology/TMEG (Telecommunications, Media, Entertainment, and Gaming) and Financial Services & Insurance (FSI) sectors.
Tech/TMEG & Financial Services
In North America—the largest potential SI value pool globally—these two behemoths are the undisputed leaders.
Why the concentration? These industries are already digitally mature and rely heavily on professionalized workforces—software engineers, financial analysts, and underwriters—whose tasks are prime candidates for agentic augmentation.
2. The Sleeping Giant: Auto & Industrial
While the tech sector grabs the headlines, a massive opportunity is quietly building in the industrial heartland.
Auto & Industrial
Often overlooked in favor of “white-collar” industries, this sector is actually a goldmine for agentic use cases because of its operational complexity.
It isn’t just about administrative tasks; it’s about rewriting how physical goods are made and moved. The industrial world is hungry for solutions that drive efficiency in tangible ways.
3. The Specialized Opportunity: Healthcare & Life Sciences
Perhaps the most intriguing finding in the TAM analysis lies in Healthcare and Life Sciences.
Healthcare & Life Sciences
Unlike other industries where administrative or operational roles dominate, the value here is uniquely driven by highly specialized talent.
This signals a shift toward high-value, expert-level agents. For partners with deep domain expertise, this is a chance to move beyond generic automation and into the core of scientific innovation.
Value Pool Distribution
Relative share of the global Agentic AI services opportunity
Strategic Implications: Where to Play
The $1 trillion Agentic AI market is not a monolith. It is a collection of distinct, industry-specific value pools, each requiring a different strategy.
For Scale & Speed
Digitally mature with professionalized workforces ready for augmentation
For Global Impact
Massive operational complexity with tangible efficiency gains
For High-Value Expertise
Expert-level agents for scientific innovation and specialized talent
Katonic: Industry-Ready Agents
At Katonic, we’ve built our Agent Marketplace with industry-specific solutions in mind. Our partners don’t start from scratch—they start with pre-built agents designed for the unique contours of each value pool.
350+ Pre-Built Industry Agents
Ready for customization and deployment
The partners who succeed in the agentic era won’t just be generalists; they will be the ones who understand the unique contours of these value pools. Katonic provides the foundation to build industry-specific solutions at scale.
Tech & Finance
Code gen, trading, claims
Financial Services
Risk, compliance, ops
Auto & Industrial
Maintenance, supply chain
Healthcare
R&D, clinical, discovery
The Bottom Line
The partners who succeed in the agentic era won’t just be generalists; they will be the ones who understand the unique contours of these value pools and build the specific solutions to unlock them.
The $1 trillion opportunity is real, but it’s not evenly distributed. By understanding where the value pools are hiding, partners can place smarter bets and capture outsized returns in the industries that matter most.
