Capacitar al IA agente: la rotación de crecimiento en 2026

The year 2026 marks a pivotal inflection point in the evolution of artificial intelligence, as agentic AI transitions from experimental pilots to enterprise-scale deployment. Defined by autonomous decision-making and task execution with minimal human intervention, agentic AI is reshaping industries by redefining workflows, optimizing operations, and unlocking unprecedented ROI. For investors, strategic positioning within the sectors leading this transformation-healthcare, IT, financial services, and software-offers a roadmap to capitalize on the next wave of AI-driven innovation.

Healthcare: A $150 Billion Opportunity in Clinical and Operational Efficiency

Healthcare stands at the forefront of agentic AI adoption, driven by its potential to alleviate administrative burdens and improve patient outcomes. AI agents are already deployed for inpatient monitoring, early warning systems, and clinical documentation, with AtlantiCare's AI-powered clinical assistant reducing documentation time by 42% and saving 66 minutes daily for providers. By 2026, the sector is projected to save up to $150 billion annually through automation of repetitive tasks and predictive analytics.

Investors should focus on companies pioneering agentic AI in healthcare, such as those leveraging AI for diagnostics, personalized treatment planning, and hospital resource management. The absence of publicly disclosed leaders in this space underscores the need to monitor emerging startups and partnerships with established players like Deloitte and Oracle, which are scaling AI solutions for clinical workflows.

IT and Software: The Backbone of Enterprise AI Transformation

The software industry leads in agentic AI adoption, with 52% of leaders anticipating transformative impacts in 2026. IT functions, particularly service-desk management and deep research, are among the earliest adopters, while agentic AI is redefining software development itself. IDC forecasts that AI-fueled coding methodologies will reduce development cycles, accelerating time-to-market for new applications.

Platforms like Kore.ai and Blend360 are enabling enterprises to deploy autonomous agents for customer support and IT service management, emphasizing governance and compliance. Meanwhile, the rise of "agent-native workflows"-architectures designed from the ground up for AI autonomy-signals a shift away from retrofitting legacy systems, creating opportunities for companies specializing in next-gen software infrastructure.

Financial Services: Revenue Growth Through Autonomous Decision-Making

Financial institutions are leveraging agentic AI to address compliance, fraud detection, and real-time decision-making. By 2027, the sector is projected to invest $97 billion in AI, driven by its direct contribution to revenue growth. Companies like Intellectyx and Centific are at the forefront, deploying AI agents for credit underwriting, AML, and fraud detection workflows.

Scalable platforms such as Deloitte Zora AI and Oracle AI Agents are gaining traction in global markets, offering solutions tailored to regulated environments. Investors should prioritize firms with proven deployments in financial services, as well as those developing multi-agent orchestration capabilities to manage complex, cross-functional workflows.

Strategic Positioning: Prioritizing Sectors with Proven ROI

The ROI from agentic AI is staggering, with enterprises reporting 5x to 10x returns on investments. By 2026, agentic AI is expected to resolve 80% of common customer service issues autonomously, while financial services and healthcare see direct cost savings and revenue uplifts.

For investors, the key is to align with sectors demonstrating rapid adoption and clear monetization pathways. Financial services and healthcare offer immediate value through cost reduction and revenue generation, while IT and software provide long-term infrastructure opportunities. Companies with robust governance frameworks, such as Straive and Kore.ai, are particularly well-positioned as enterprises prioritize compliance and scalability, according to industry analysis.

Conclusion: The Agentic AI Growth Rotation

As agentic AI matures, the 2026 growth rotation will favor enterprises that embed autonomous systems into core operations. Healthcare and financial services offer near-term ROI, while IT and software underpin the infrastructure enabling broader adoption. For investors, the imperative is clear: target sectors with scalable use cases, invest in companies with proven deployments, and prepare for a future where AI agents drive enterprise value.

The window to capitalize on agentic AI is narrowing. Those who act decisively in 2026 will secure a front-row seat to the most transformative technological shift of the decade.