$19.9 Trillion In GDP Gains By 2030: Will You Grow At The Same Rate?

By Alan Lindsay, VP of Global Alliances and Partnerships, EDB

The convergence of AI and data is expected to add $19.9 trillion to global GDP by 2030, according to IDC. Do you have the appetite to grow your business at that same pace? To put it in perspective, if that $19.9 trillion were an economy, it would rank as the third largest in the world. The combination of software, services, storage, consulting and operational management will be transformative—offering unprecedented growth for partners that are AI and data ready.

The key challenge? Navigating historical data management capabilities alongside emerging Agentic and GenAI skills—meeting customers where they are and helping deliver on their aspirations.

Tech booms always begin with a zeitgeist moment. PCs. The Internet. Digital transformation. Web 3.0. And now: Agentic and GenAI.

Ask yourself: how many conversations are you having each week that center on a customer’s Agentic and GenAI vision, aspirations or capabilities?

2,050 Executives Just Gave Us a Glimpse Into the Future

In May 2025, we asked 2,050 senior executives across 13 countries and 10 industry sectors about their vision for AI and data. Their answers were striking: 95 percent of them believe they will be their own AI and data platforms (like Amazon) in the next three years. This vision was consistent across geographies and industries. These executives represent 134,000+ major enterprises (500+ employees) across the globe. If this is your target market—or the one you want to grow into—these insights matter.

The Performance Gap: 13% are Doing it Right

Only 13 percent of these enterprises are doing it in the right ways currently. They get 5x the ROI across all their agentic and GenAI right now compared to others. This elite group sees:

• 5x the ROI from their Agentic and GenAI investments.
• 2x the volume of mainstream AI use cases.
• 2x more confidence in seeing themselves as industry leaders.

The remaining 87 percent have the intent but lack the right architecture, software or process decisions. This is a significant opportunity for channel partners to deliver five critical assets—from software, services and storage to sovereign infrastructure and consulting.

Meet the “Strivers”—and the Rest

About 26 percent of enterprises understand the opportunity but face execution challenges. The rest—nearly two-thirds of global enterprises—are eager to become their own AI data platforms but are failing to do so.

Having a view about the right components to win here should be a key part of the conversation as customers are clearly very open to doing this, they just don’t know best practices yet.

What the Top 13% Have in Common: Sovereignty

Across industries and geographies, the top performers—what we call the “Deeply Committed”—share a critical attribute: 90%+ have made data and AI sovereignty mission-critical. They’ve ensured their data is available whenever, wherever, and however it’s needed. This means it’s free from silos, whether in clouds, on premises, or both.

There are substantial opportunities here to re-architect your customers’ and prospects’ sovereign AI and data infrastructures to do this. It represents a significant and immediate revenue stream if you are open source, work in regulated industries and can deliver a heuristic set of data management and observability services across your customers’ estates.

Infrastructure Matters: Hybrid, Sovereign, Postgres-Centric

The research showed us that 45 percent of effective AI/data infrastructures are hybrid by design. Postgres is being considered in 19–43 percent of cases to solve for sovereignty and flexibility. If you have skills, knowledge, and capabilities, you will be very close to the center of this opportunity.

AI Factories and the Production Line to the Future

The leading 13 percent—what we call the “Deeply Committed”–have basically created their own AI factories, which are often no-code/low-code and secure so that proprietary LLM models and customer data stay within their control. Just look at enterprises like Goldman Sachs, TD Ameritrade, JP Morgan Chase, Mastercard and BNY. They were all measured inside this “Deeply Committed” group. These organizations are already operationalizing 10+ mainstream Agentic and GenAI applications, from customer service and marketing to digital twins and supply chain optimization.

The lagging 87 percent? Fewer than half as many.

Your Opportunity: Deliver the AI Factory Blueprint

As channels, we want customers moving at velocity and depth to this new world. Our ability to deliver a ready-made AI factory –sovereign, open-source and secure–enables companies to get out of the experimentational phase with their Agentic and Gen-AI. This allows them to move at speed to a truly sovereign and secure capability, leading to more service, consulting, software and associated revenue streams as these customers build their new AI factory infrastructure.

Here’s the moment:

95 percent of the 134,000 enterprises surveyed want to become their own platforms.
Yet only 17,000 (less than 13 percent) are doing it today.

The capability to ideate, workshop and create unique blueprints that create value fast for them is going to be key. The speed of the shift to platforming is faster than anything we may have seen before. As a reference, project growth rates in the first wave of digital transformation were three times slower.

Sovereignty and blueprinting for these AI factories are going to be the dominant conversations for a long time. Choose your partners carefully so they can get you to this new world, as fast and as effectively as possible.

For more details about the research cited in this article, read: https://www.enterprisedb.com/blog/initial-findings-global-ai-data-sovereignty-research

Alan Lindsay is the VP of Global Alliances and partnerships at EDB Postgres AI, the first sovereign AI and data platform built on Postgres for the Agentic and GenAI world. You can configure yours at https://www.enterprisedb.com/