AI-led services could unlock up to $200 bn of new work by 2030, BCG says

AI-led services are expected to generate between $100 bn and $200 bn in net new work by 2030, according to a Boston Consulting Group report BCG report. The study projects the global services market to expand from roughly $1.6-$1.7 tn in 2025 to $2.2-$2.4 tn by 2030, with AI-driven offerings contributing $300-$400 bn of that increase. However, it also estimates a loss of about $200 bn in traditional services revenue, leaving a net opportunity of $100-$200 bn.

BCG identifies a talent decision rather than a shortage, noting that most Applied AI professionals already exist within technology services firms. Applied AI staff make up only 10-15 % of AI-related roles at traditional firms, versus 90-95 % at AI-native companies. The report outlines 40 Applied AI roles that can be filled by upskilling current employees, such as moving full-stack developers into forward-deployed engineering positions. Reskilling effort varies; converting a data scientist to a forward-deployed engineer requires three times the effort of training a data engineer for an AI data engineer role. External hiring for these roles may command a premium of up to 35 % over comparable traditional positions.