La transición de la IA en 2026: De la infraestructura de IA al crecimiento impulsado por la productividad

The global agentic AI market is poised for a seismic shift in 2026, transitioning from infrastructure-centric development to productivity-driven growth. This evolution is not merely a technological leap but a strategic reorientation of capital and innovation toward AI systems that deliver measurable business outcomes. For investors, this transition presents a critical inflection point: reallocating assets from foundational AI infrastructure to early-stage enablers and vertical-specific platforms that operationalize agentic AI's potential.

Market Dynamics: From Exponential Growth to Operationalization

The agentic AI market's explosive growth-projected to expand from USD 7.29 billion in 2025 to USD 88.35 billion by 2032 at a 42.80% CAGR-is underpinned by advancements in machine learning, deep learning, and enterprise automation tools according to Markets and Markets. However, the next phase of growth hinges on translating these capabilities into productivity gains. According to a report by Precedence Research, the market is expected to reach USD 199.05 billion by 2034, driven by vertical-specific AI agents that automate complex workflows in healthcare, finance, and logistics. This shift signals a move from theoretical potential to real-world application, where AI agents are no longer experimental but operational necessities.

Strategic Enablers: The Building Blocks of Productivity

Three key enablers are accelerating this transition:
1. Domain-Specific AI Platforms: Vertical AI platforms tailored to industries like healthcare and real estate are outpacing horizontal tools. For instance, Causaly's agentic AI platform for life sciences research and Owner's AI-driven tools for real estate operations demonstrate how domain expertise enhances AI's utility. These platforms integrate with enterprise systems (e.g., ERP, CRM) via modular deployment tools, enabling seamless automation of tasks like vendor negotiations and patient triage.
2. Low-Code/No-Code Ecosystems: The democratization of agentic AI is reducing barriers to adoption. Non-technical users can now design and deploy agents using intuitive interfaces, a trend highlighted by the rise of agent marketplaces. This accessibility is critical for scaling AI adoption in small-to-midsize enterprises, where resource constraints previously limited innovation.
3. Human-in-the-Loop Governance: As AI agents handle high-stakes decisions, governance frameworks are evolving to balance autonomy with oversight. Rubrik's research underscores the importance of human-in-the-loop models in ensuring ethical compliance and transparency, a necessity for industries like finance and healthcare, where regulatory scrutiny is intense.

Vertical AI: The New Frontier of Investment

Vertical AI platforms are emerging as high-conviction investment opportunities, particularly in sectors with urgent operational pain points:
- Healthcare: AI adoption in healthcare is outpacing the broader economy, driven by tools like Abridge's prior authorization solutions. Health systems are investing heavily in AI to reduce administrative burdens and improve clinical outcomes, with valuation multiples remaining elevated despite market caution.
- Finance: Embedded finance is being integrated into vertical AI platforms, enabling software to manage workflows and facilitate money movement. This dual functionality creates sticky products with high-margin revenue streams, as seen in platforms that automate fraud detection and compliance reporting.
- Real Estate: AI is reshaping business models in real estate, with platforms like Owner transitioning from transactional models to subscription-based services powered by AI-driven insights. These platforms optimize lead conversion and property valuation, leveraging IoT and CRM data to enhance decision-making.

Investment flows reflect this momentum. In Q2 2025, vertical AI platforms secured $17.4 billion across 784 deals, with healthcare and finance leading in both volume and value. Startups like Owner and Abridge have raised significant capital, signaling investor confidence in their ability to deliver durable, high-growth returns.

Regional and Institutional Shifts

While North America dominates the agentic AI market 46% share in 2024, the Asia-Pacific region is emerging as a growth engine. Government support and increased AI adoption are fueling expansion, particularly in logistics and manufacturing. Institutional investors, including Microsoft, Alphabet, and Nvidia, are prioritizing strategic acquisitions and platform development to capture this growth. For early-stage investors, this creates opportunities to back regional innovators building vertical-specific solutions.

Challenges and Mitigation Strategies

Despite the optimism, challenges persist. Regulatory uncertainty and high implementation costs remain barriers, while data security concerns hinder adoption in legacy systems. However, these risks are being mitigated through:
- Collaborative Governance Models: Partnerships between AI developers and regulators to establish ethical frameworks.
- Modular Integration Tools: APIs and workflow platforms that ease integration with legacy systems.
- ROI-Driven Use Cases: Focusing on high-impact applications such as autonomous logistics optimization that demonstrate immediate value.

Strategic Asset Reallocation: A Call to Action

For investors, the 2026 transition demands reallocating capital from AI infrastructure to enablers and vertical platforms that operationalize agentic AI. Key strategies include:
1. Targeting Early-Stage Enablers: Prioritize startups developing LLMs, workflow integration tools, and governance frameworks. These enablers form the backbone of productivity-driven AI.
2. Focusing on Vertical Platforms: Invest in domain-specific platforms with clear use cases in healthcare, finance, and real estate. Look for companies with sticky products and measurable ROI.

3. Geographic Diversification: Balance North American investments with exposure to Asia-Pacific markets, where growth is accelerating.

As agentic AI transitions from infrastructure to productivity, the winners will be those who align capital with innovation that transforms workflows, reduces costs, and unlocks new revenue streams. The 2026 inflection point is not just a market shift-it is a strategic imperative for investors seeking to capitalize on the next wave of AI-driven growth.