Agentic data toll: enterprise agent data services to hit ~$30B by 2030, says Bajarin
BenBajarin · x · 2026-10-07
Ben Bajarin's report 'The Agentic Data Toll' argues the key constraint for enterprise agents is data access — and vendors owning systems of record have started charging for it.
Key facts:
- Salesforce reported Agentforce ARR above $1.5B (+240% YoY), pricing $0.10 per action; 82 of 104 trillion records into Data 360 arrived via zero-copy, +731% YoY
- ServiceNow's AI ACV passed $1B, targeting $1.5B by year-end
- Vendors meter agent actions inside their systems while opening read access to data outside them
- Resized forecast: recurring enterprise spend on agent data services grows from $3-4B in 2026 to $25-37B by 2030 (base case $30B); metered access to systems-of-record vendors is half of that today, 30% by 2030
- The trend impacts storage companies, but the data-layer shift in the agentic enterprise comes first
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