The agents’ AI editions could reach $ 155 billion by 2030, e.g. B. Bofa analysts


Good morning Autonomous AI agents are ready to change the functioning of companies. However, new studies suggest that their potential value is still largely underestimated.

After a Bank of America Global research results published this week could reach the estimates of most industry analysts by 2030. This projection underlines the growing conviction that agents -KI could fundamentally change the productivity of the workforce.

The agents -KI could be the “define of catalyst for the AI ​​monearization”, since agents can increase the productivity of the workforce measurably, the Bofa analysts wrote to customers on Tuesday in a research note.

The analysts developed a framework to estimate how much of the overall value of human work (measured by salaries and wages) could shift to AI agents. They started with the global knowledge worker in seven important areas – sales, marketing, customer support, finance, human resources, IT and operations – $ 18.6 $ 18.6 trillion dollars every year. By 2030, they project AI agents who could process 10% of these workflows and open up a value of 1.9 trillion US dollars. If software providers capture 8% of this, the agents’ AI editions could achieve $ 155 billion according to the results.

Despite quick adoption –McKinsey According to reports, 78% of companies use generative AI – more than 80% do not look material income. Why? Productivity gains of tools such as chatbots are so far difficult to measure. And most advanced use cases are still in pilot phases.

Bofa analysts believe that this could change if the agent ripens AI. In contrast to simple chatbots, agents can automate complex, multi -stage processes and act more as proactive employees than reactive tools.

Amazon CEO Andy Jassy recently discussed the future of the AI ​​agents. In E -mail to employees On June 17, Jassy wrote: “We have a strong conviction that AI agents our work and life and life.”

“There will be billions of these agents, in every company and in every conceivable area,” added Jassy. “Many of these agents still have to be built, but do not make a mistake, they come and come quickly.” He also pointed out that the total amount of the company Company work would probably reduce extensively due to efficiency gains by using AI.

While Assets‘S youngest Emerging CFO The event, which took place in cooperation with Workday, named Jamie Miller, Chief Financial and Operating Officer at PayPal, Ai Agents as “Game Changer”. PayPal is aimed at use cases with manual work with a high volume, such as: B. Invoice processing and provisions, said Miller. Agents can harmonize data from several formats and automate tasks such as travel and cost compliance by checking the receipts and submitting recommendations. “As CFOs, we are responsible for degrees and compliance with deals and compliance, so it is important to have the right checks, balances and supervision,” said Miller.

Sheryl Scot
sheryl.estrada@fortune.com

Ranking

Fortune 500 -Power movements

Chris Lialios was appointed preliminary CFO by Ulta Beauty, Inc.No. 375), immediately effective. The company left Paula Oyibo, who entered the company in 2019 and has been working as a CFO since April 2024. Ulta Beauty has started an external search for a constant successor with the support of a search company for managers. The company confirmed it Fiscal 2025 instructionsissued on May 29, for per share profit from $ 22.65 to $ 23.20 and sales with comparable charging of flat up to 1.5%. Lialios has been a SVP and controller since 2018 and joined the assistant controller in 1999.

Every Friday morning the Weekly Fortune 500 Power Moves Columns Fortune 500 company C-Suite layersSee the latest edition.

More remarkable movements

In Lovcik has resigned from as an SVP and CFO Trex Company, Inc. (Nyse: Trex), a manufacturer of wood-alternative decking and railings. Lovcik accepted a position in Minnesota near her family. It will continue to serve as CFO by August 5. At this point, the CFO responsibility of Bryan Fairbanks is temporarily accepted. Previously, from August 2015 to CEO in April 2020 he worked as a CFO of Trex.

Rajesh “Raj” Asarpota was appointed EVP and CFO by Maravai Lifesciences Holdings, Inc. (Nasdaq: MRVI), a global provider of reagents and services for life sciences, on June 30th. He will compete Kevin Herd, who passes to an advisory role on the same date to support an effective transition. Asarpota has almost three decades, including more than 10 years as CFO of public and private life sciences and medical devices.

Big deal

The newly published “CFO survey“A collaboration between the Fuqua School of Business at Duke University and the Federal Reserve Banks from Richmond and Atlanta showed that the prospects of the financial officers deteriorated in the second quarter of 2025, since they deal with the effects of trading policy.

Forty percent of the tariffs and trade policy surveyed identified as the top concern for your company – the highest percentage to quote this problem since the second quarter of 2020, a period that has been shaped by the pandemic, serious disorders of the supply chain and the highest US inflation rates since the early 1980s. The four most important concerns about economic uncertainty, monetary policy and the weakening of demand were rounded off.

The respondents were most concerned about tariffs, which the investment expenses lowered with greater probability, passed the cost increases and accelerate purchases. The manufacturers were more likely than non -manufacturers to take measures to respond to tariffs.

The results in the second quarter suggest that CFOs expect an increased price and cost growth of the units in 2025 and 2026. They also expect lower sales growth than in the last quarter. (In the absence of changes in collective bargaining policy in 2025 and 2026, the respondents said that their expected costs and their price growth would have been significantly lower and their growth of sales was somewhat higher.)

From the report “CFO Survey”

Go deeper

“Shell denies reports about BP Megamerger of large oil competitors” is a Assets report By Jordan Blum

From the report: “Sleeve Said “there are no conversations instead of potential Megamer with rivals Bp That would cost more than 80 billion US dollars and represent the largest energy contract of the century.

The rejection comes on the heels of the Wall Street Journal Reporting on June 25th that Shell is in early conversations for the acquisition of BP In a much irritated deal. BP has been financially struggling in recent years – with the investor activism of Elliott Investment Management and others and others and to deal with Start of a “hard reset” At the beginning of 2025, this reduces the costs, shifts from renewable energies and doubles on fossil fuels.

Shell and BP are classified in 13th and 25th for the Fortune Global 500. “

Oversighted

“At Informatica we do everything we can to help employees quickly climb the AI ​​learning curve. Our IT organization has developed a AI alphabetization class that is widespread.”

– Informatica CEO Amit Walia, writes in A Assets Opinion With the title “How you have your career in the Age of AI in the future.”

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