Gartner warns agentic AI could displace up to $234 billion in enterprise SaaS spending by 2030

Gartner predicts that AI agents interacting directly with business systems without human intermediaries will displace up to $234 billion (20% of total SaaS spending) in enterprise application software by 2030 through what Gartner calls 'agentic arbitrage', according to CIO coverage. The forecast signals potential market disruption as autonomous agents bypass traditional user interfaces to perform business transactions directly with underlying systems.