Tariffs, geopolitical conflict, trade disruption, and surging structural demand to move more goods faster across more borders continue to reinforce the mission critical nature of supply chain software.
In line with the broader global business environment and enterprise software market, AI continues to be a major driver of the ecosystem, moving from pilot to production and turning systems of record into intelligent execution engines. With nearly 60% of operations and supply chain executives already integrating AI into their organizations and agentic AI poised to vastly accelerate automating workflows, AI is fueling innovation, investment, and deal activity across the sector.
Report highlights:
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- Market expected to reach over $84B by 2035. Supply chain software is projected to grow at an 11%+ CAGR as organizations prioritize resilience, traceability, and real-time decision making
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- Deal environment steadily improving. Following the 2021–2022 surge driven by cheap capital and high valuations, the last several years have been up and down. More recently, we are seeing an uptick in buyer and seller engagement and interest in getting deals done. While legacy cap tables and valuations remain a challenge, closings are increasing and appetite for dealmaking is growing heading into 2027
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- AI continues to reshape the supply chain and logistics software market. Agentic AI and embedded intelligence are becoming increasingly core to the value proposition of supply chain software, automating repetitive work, proactively addressing disruptions, and improving visibility while becoming a key point of differentiation among vendors
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- Supply chain planning software solutions evolving from a forecasting tool into a strategic decision-making platform that synchronizes demand, supply, inventory, capacity, and financial objectives
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- AI-Powered Fleet Solutions are transforming traditional fleet management into intelligent operations capable of predictive maintenance, actionable insights, and automation, enabling faster, more proactive, safer, and more efficient decision-making
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- Autonomous vehicles and physical AI are turning supply chain and logistics technology into an intelligent execution engine, enabling real-time perception, decision-making, and navigation as the industry steadily evolves toward fully autonomous operations
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