A source-backed market thesis without inflated TAM claims

According to McKinsey's November 5, 2025 survey, 88% of respondents said their organizations use AI in at least one business function. The bottleneck is shifting from access to scale.

In the same survey, 23% of respondents said their organizations already scale agentic AI in at least one function, while another 39% are experimenting. The question is no longer access to AI, but how AI gets embedded into real workflows, roles and control rules.

Deloitte reports that worker access to sanctioned AI tools rose from under 40% to around 60% across 2025, or roughly 50%. At the same time, expectations around auditability, approvals and deployment control keep rising.

Gartner expects AI software spend to grow from $283.1B in 2025 to $452.5B in 2026 and $636.1B in 2027. Gartner also expects task-specific AI agents in 40% of enterprise applications by the end of 2026 versus less than 5% in 2025.

MWS and AKM report that the Russian software market grew 23% to ₽1.4918T in 2025. MWS also expects the broader Russian IT market to grow from ₽3.8646T in 2025 to ₽6.7459T by 2030.

Kazakhstan’s official AI country report says AI venture investment grew from about $14M in 2023 to $73M in 2025, with more than 100 AI startups and a strong cluster around Enterprise AI and business automation.

OpenAI reports more than 1 million business customers, median sector growth above 6x year over year and international API customer growth above 70% over the last six months. That supports the .com path beyond the regional wedge.

McKinsey, Deloitte, Gartner, Russia and Kazakhstan are used only in verified wording without invented numbers.

SAM, ACV and growth cases are illustrative fundraising assumptions, not public performance promises.

Belarus is kept as an adjacent market, not as the headline public wedge.