McKinsey Predicts $15 Trillion AI Services Opportunity

Noshir Kaka, senior partner at McKinsey & Company, says AI will expand the addressable IT services market from $3 trillion to $5 trillion and create up to a $15 trillion opportunity by automating repetitive tasks across professional services. He cites a December 2025 CIO survey showing budget shifts and warns of legacy compression, platform-led models, outcome-based contracts, and large-scale reskilling to capture a $300B–$400B opportunity.
Key Points
- 1Quantifies expansion: AI enlarges addressable tech services market from $3T to $5T, plus $15T in professional services
- 2Highlights structural shifts: legacy compression, platform-led models, new commercial contracts, and massive workforce reskilling
- 3Urges firms to adopt data-and-AI, measure outcomes, and prepare large-scale reskilling to capture $300B-$400B
Scoring Rationale
High industry relevance and credible McKinsey backing; limited novelty and mainly strategic, not immediately prescriptive.
Sources
Public references used for this report.
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