JPMorgan: AI Agent Deployment Surges, Broader Adoption Slows
Summary
JPMorgan analysis reveals a significant surge in AI agent deployment among large enterprises. Use of agentic AI more than doubled, jumping from 11% to 26% among companies with over $1 billion in annual revenue between 2025 and February 2026. What's interesting is that this "Agentic Boom" shows a shift from basic chatbot interactions to autonomous AI workflows. Reasoning models now account for over 50% of all AI interactions. However, broader AI adoption across all enterprises remains only "gradual and steady." The long tail of businesses is not keeping pace. This gap highlights that AI is becoming dramatically more capable within leading organizations, while wider enterprise adoption is slower. The bottom line is that these agentic AI systems are resource-hungry, posing a cost barrier for smaller and mid-market enterprises. This trend shows a growing divide in how AI is being implemented across different sized businesses.
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