기업 에이전트 인프라 시장 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the enterprise agent infrastructure market size is projected to be USD 0.36 billion in 2025, USD 0.54 billion in 2026, and reach USD 4.39 billion by 2031, growing at a CAGR of 52.06% from 2026 to 2031.

This report is Segmented by Deployment Model (Cloud, On-Premise, and Hybrid), Component (Software and Services), Enterprise Size (Large Enterprises, and Small and Medium Enterprises), Industry Vertical (IT and Telecom, BFSI, Healthcare and Life Sciences, Retail and ECommerce, Manufacturing, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Global Enterprise Agent Infrastructure Market Trends and Insights

Rapid Adoption of Cloud-Native AI Infrastructure

Enterprises are lifting and shifting agent workloads into elastic cloud environments, reducing deployment cycles from quarters to weeks. Databricks surpassed USD 4 billion annualized revenue in 2025, with more than USD 1 billion coming from AI products that bundle orchestration, vector storage, and governance on a unified platform. Public cloud providers now offer GPU access, managed vector databases, and monitoring dashboards, creating switching costs that deepen vendor lock-in. Regulated sectors that cannot rely solely on public clouds are embracing hybrid stacks, reflecting a bifurcation of infrastructure strategies by industry. Microservice architectures enable incremental rollouts, allowing IT teams to validate return on investment before scaling and thereby accelerating adoption.

Surge in Conversational AI Deployments

Conversational agents have evolved from basic chatbots into context-aware assistants capable of executing transactions and orchestrating back-end systems. Anthropic's Claude Code passed a USD 2.5 billion run rate in February 2026, with enterprise subscriptions quadrupling in less than two months. European firms are pursuing regional alternatives, such as Mistral's Magistral models, to meet data-sovereignty mandates. The debut of Claude Cowork with plug-ins triggered a broad sell-off in legacy software stocks as investors recognized that autonomous conversational agents could cannibalize traditional SaaS revenue streams. Organizations now benchmark agent platforms on reasoning quality, context-window length, latency, and cost per million tokens.

High Compute Costs and Energy Consumption

Continuous-running agents often incur higher inference expenses than one-time model training, tightening IT budgets. Japanese data centers will lift national electricity demand by up to 20% as enterprises run always-on agents. Model vendors are responding through aggressive price cuts, such as Mistral's USD 2 per million tokens versus GPT-4o's USD 5, making multi-model routing attractive. Organizations report 65% cost savings by combining Mistral for routine inference with premium models for complex tasks, yet GPU scarcity and rising energy prices still constrain scalability. Japan's shortage of urban land and cooling capacity is pushing hyperscale facilities far from end users, creating latency trade-offs that could limit certain use cases.

Other drivers and restraints analyzed in the detailed report include:

1. Increased Investment in Autonomous IT Agents
2. Emergence of Vector Database Interoperability Standards
3. Data Privacy Regulations Limiting Orchestration

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Hybrid architectures accounted for a growing slice of the Enterprise Agent Infrastructure market in 2026 and are forecast to expand at a 27.64% CAGR through 2031. Cloud still represented 64.49% of the Enterprise Agent Infrastructure market share in 2025, reflecting the appeal of serverless inference services from Pinecone and unified stacks from Databricks. Regulated sectors such as defense and life sciences require on-premise control for sensitive data, yet they also need burst capacity for training and inference.

Hybrid models let enterprises keep confidential workloads in private data centers while offloading compute-intensive tasks to public-cloud GPUs, optimizing both cost and compliance. Cohere's on-premises-first strategy with customers Oracle and Dell, and its USD 500 million raise, signal investor conviction that sovereignty-friendly deployments will remain pivotal. Fujitsu's partnership with NVIDIA on CPU-GPU stacks underscores efforts to blend on-premise governance with cloud-burst elasticity.

Services are projected to expand at a 26.23% CAGR, reflecting the growing need for integration, fine-tuning, and observability solutions across industries. This growth is driven by enterprises seeking to enhance operational efficiency and streamline workflows through advanced service offerings. Software, on the other hand, accounted for 44.39% of the Enterprise Agent Infrastructure market size in 2025, providing essential tools such as orchestration frameworks, vector databases, and API access, which are critical for enabling seamless operations and data management.

Accenture's 25,000-person Databricks business group highlights the trend of system integrators bundling software licenses with additional services like governance, training, and continuous optimization. This approach ensures that enterprises can maximize the value of their software investments while addressing complex deployment requirements. For instance, Databricks' AppKit simplifies development by reducing boilerplate code; however, regulated deployments still necessitate professional services to ensure compliance and efficiency. Enterprises are increasingly opting for managed services that facilitate smooth upgrades, secure data pipelines, and optimize retrieval parameters. These services allow internal teams to concentrate on leveraging their domain expertise rather than managing the intricacies of platform infrastructure, ultimately driving better outcomes and innovation.

Geography Analysis

North America commanded 25.82% of the Enterprise Agent Infrastructure market in 2025, benefiting from dense GPU availability, federal procurement incentives, and venture capital concentration. Enterprises leverage favorable cloud economics but face rising electricity costs, prompting hyperscalers to locate data centers in lower-cost regions within the continent. Regulatory scrutiny, such as state-level privacy statutes, forces organizations to implement granular data-residency controls that add complexity yet ultimately stimulate demand for compliance-ready agent frameworks.

Asia-Pacific is forecast to expand at a 24.26% CAGR through 2031, propelled by Japan, China, India, and South Korea. A March 2026 survey reported that 80% of Japanese firms with revenue above JPY 1 trillion (USD 6.7 billion approximately) had deployed generative AI, signaling top-down mandates for automation. Japan's data-center capacity must double by 2030 and increase ninefold by 2040, exposing infrastructure bottlenecks that could moderate growth if power upgrades lag. India and Southeast Asian economies adopt multilingual models to serve diverse linguistic markets, supported by hyperscale investments from U.S. and Middle Eastern investors.

Europe's outlook is shaped by the AI Act, which imposes audit-trail and transparency requirements. While compliance overhead slows early adoption, clear guardrails ultimately de-risk procurement for large enterprises. Vendors such as Mistral and Aleph Alpha position themselves as regionally compliant options, differentiating on data residency and explainability. The Middle East and Africa region leverages sovereign cloud partnerships, most notably the OpenAI-G42 alliance, to serve Arabic-language markets, while South America's activity centers on Brazil and Argentina, where conversational agents automate Portuguese and Spanish customer support.

1. OpenAI OpCo, LLC
2. Anthropic PBC
3. Cohere Inc.
4. AI21 Labs Ltd.
5. Adept AI Labs, Inc.
6. Reka AI, Inc.
7. LangChain Inc.
8. Pinecone Systems, Inc.
9. Weaviate BV
10. Hugging Face SAS
11. Mistral AI SAS
12. Aleph Alpha GmbH
13. Stability AI Ltd.
14. Scale AI, Inc.
15. Anyscale, Inc.
16. Replit, Inc.
17. LlamaIndex LLC
18. Contextual AI, Inc.
19. Runway AI, Inc.
20. Databricks, Inc.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Rapid Adoption of Cloud-Native AI Infrastructure
  • 4.2.2 Surge in Conversational AI Deployments
  • 4.2.3 Increased Investment in Autonomous IT Agents
  • 4.2.4 Emergence of Vector Database Interoperability Standards
  • 4.2.5 Rise of Compliance-Ready Agent Frameworks for Regulated Industries
  • 4.2.6 On-Device AI Accelerators Enabling Edge Agents
• 4.3 Market Restraints
  • 4.3.1 High Compute Costs and Energy Consumption
  • 4.3.2 Data Privacy Regulations Limiting Orchestration
  • 4.3.3 Fragmentation of Agent Protocol Standards
  • 4.3.4 Scarcity of Talent for Multi-Agent Alignment and Safety
• 4.4 Impact of Macroeconomic Factors on the Market
• 4.5 Industry Value Chain Analysis
• 4.6 Regulatory Landscape
• 4.7 Technological Outlook
• 4.8 Porter's Five Forces Analysis
  • 4.8.1 Bargaining Power of Suppliers
  • 4.8.2 Bargaining Power of Buyers
  • 4.8.3 Threat of New Entrants
  • 4.8.4 Threat of Substitutes
  • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Deployment Model
  • 5.1.1 Cloud
  • 5.1.2 On-Premise
  • 5.1.3 Hybrid
• 5.2 By Component
  • 5.2.1 Software
  • 5.2.2 Services
• 5.3 By Enterprise Size
  • 5.3.1 Large Enterprises
  • 5.3.2 Small and Medium Enterprises
• 5.4 By Industry Vertical
  • 5.4.1 IT and Telecom
  • 5.4.2 BFSI
  • 5.4.3 Healthcare and Life Sciences
  • 5.4.4 Retail and eCommerce
  • 5.4.5 Manufacturing
  • 5.4.6 Energy and Utilities
  • 5.4.7 Government and Public Sector
  • 5.4.8 Other Industry Verticals
• 5.5 By Geography
  • 5.5.1 North America
    • 5.5.1.1 United States
    • 5.5.1.2 Canada
    • 5.5.1.3 Mexico
  • 5.5.2 South America
    • 5.5.2.1 Brazil
    • 5.5.2.2 Argentina
    • 5.5.2.3 Rest of South America
  • 5.5.3 Europe
    • 5.5.3.1 United Kingdom
    • 5.5.3.2 Germany
    • 5.5.3.3 France
    • 5.5.3.4 Italy
    • 5.5.3.5 Spain
    • 5.5.3.6 Rest of Europe
  • 5.5.4 Asia-Pacific
    • 5.5.4.1 China
    • 5.5.4.2 Japan
    • 5.5.4.3 India
    • 5.5.4.4 South Korea
    • 5.5.4.5 Rest of Asia-Pacific
  • 5.5.5 Middle East and Africa
    • 5.5.5.1 Middle East
      • 5.5.5.1.1 United Arab Emirates
      • 5.5.5.1.2 Saudi Arabia
      • 5.5.5.1.3 Rest of Middle East
    • 5.5.5.2 Africa
      • 5.5.5.2.1 South Africa
      • 5.5.5.2.2 Egypt
      • 5.5.5.2.3 Rest of Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global Level Overview, Market Level Overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share, Products and Services, Recent Developments)
  • 6.4.1 OpenAI OpCo, LLC
  • 6.4.2 Anthropic PBC
  • 6.4.3 Cohere Inc.
  • 6.4.4 AI21 Labs Ltd.
  • 6.4.5 Adept AI Labs, Inc.
  • 6.4.6 Reka AI, Inc.
  • 6.4.7 LangChain Inc.
  • 6.4.8 Pinecone Systems, Inc.
  • 6.4.9 Weaviate BV
  • 6.4.10 Hugging Face SAS
  • 6.4.11 Mistral AI SAS
  • 6.4.12 Aleph Alpha GmbH
  • 6.4.13 Stability AI Ltd.
  • 6.4.14 Scale AI, Inc.
  • 6.4.15 Anyscale, Inc.
  • 6.4.16 Replit, Inc.
  • 6.4.17 LlamaIndex LLC
  • 6.4.18 Contextual AI, Inc.
  • 6.4.19 Runway AI, Inc.
  • 6.4.20 Databricks, Inc.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment