Ant's $46.4B annualized enterprise software spend already equals ~3.2% of global software spending
BenBajarin · x · 2026-10-26
Ben Bajarin adds context on Ant Group's enterprise software upside: its reported $46.4 billion annualized rate already equals roughly 3.2% of global software spending, before any AI-driven expansion. A 5% global share would support roughly $73 billion in annual revenue, while 10% would support nearly $147 billion.
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