AI Supply Chain Intelligence
Gartner: SCM software with agentic AI growing from <$2B to $53B by 2030. Project44 acquired LunaPath.ai. 60% of enterprises adopting by 2030.
Growth Overview
12-Month Trend
Growth Rate
Market Size Projection
Overview
AI-powered supply chain management tools for real-time visibility, demand forecasting, inventory optimization, and autonomous disruption response. Gartner forecasts supply chain management software with agentic AI capabilities will grow from less than $2B in 2025 to $53B by 2030, one of the most aggressive Gartner forecasts in any software category. The broader AI-in-supply-chain market reached $13.8B in 2026, projected to hit $236B by 2035. Project44 acquired LunaPath.ai (April 2026, all-cash) for AI-native logistics agents. FourKites launched "Inventory Twin" enhancements (May 2026). The defining shift is from "AI that recommends" to "AI that acts" with autonomous disruption response and reorder.
What's Driving This Growth?
- ▸Gartner: 60% of enterprises using SCM software will adopt agentic AI features by 2030, up from 5% in 2025
- ▸Tariff volatility and geopolitical disruptions forcing real-time supply chain decision-making
- ▸Shift from "AI that recommends" to "AI that acts" with autonomous disruption response and inventory reorder
- ▸Over 40% of agentic AI projects at risk of cancellation by 2027 (Gartner), creating demand for proven, production-ready solutions
Market Signals
- ✓Gartner (Apr 2026): SCM software with agentic AI growing from <$2B (2025) to $53B by 2030, one of the most aggressive Gartner forecasts in any software category
- ✓Project44 acquired LunaPath.ai (Apr 2026, all-cash) for AI-native logistics agents; Project44 valued at $2.7B with $912M total funding
- ✓FourKites launched Inventory Twin enhancements (May 2026); o9 Solutions, Coupa, and Blue Yonder all shipped agentic supply chain features in H1 2026
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