Explore how the enterprise software stack is being repriced by the race to control AI agents, as every major platform, ServiceNow, Microsoft, Salesforce and others, competes to become the control plane for agents across the enterprise. This new research report from TH Global Capital delivers a strategic, data-driven view of where value is shifting, who is consolidating the work, and what separates a commodity system integrator from the firms that will define the next cycle of enterprise IT services consolidation.
Discover why no single platform can own the whole enterprise, why cross-platform orchestration is fundamentally a services problem rather than a product feature, and what this means for founders, boards, and investors across the system integration and consulting landscape.
What This Report Covers
- Market Size & Growth Outlook for the Orchestration Layer
- The Control-Plane Race Across Enterprise Platforms
- Why Orchestration Becomes a Services Problem, Not a Product One
- The Consolidation Thesis and Where Capital Is Concentrating
- The Case Against, and Why It Sharpens the Argument
- What Separates a Commodity SI From a Consolidator
Why Download This Report?
Stay ahead of one of the most consequential shifts in enterprise IT services as multi-agent AI moves from pilot to production. It is designed for system integrator and consulting leadership, corporate development teams, and investors who want a clear view of how the services market is being repriced, what is driving the platform land-grab, and how to position their firms for the cross-platform orchestration work that will consolidate around a handful of winners in an increasingly competitive market.
Sources: Precedence Research AI Orchestration Platform Market, Gartner (Multiagent Systems; Agentic AI Project Cancellation Forecast), MIT NANDA The GenAI Divide, Anthropic Multi-Agent Research System, Salesforce 2026 Connectivity Report, OutSystems 2026 State of AI Development, Capgemini Research Institute Rise of Agentic AI, MarketsandMarkets System Integration Services Market, Fortune Business Insights AI Consulting Services Market, Accenture and Infosys company filings, TH Global Capital Analysis.