Globant bets on AI agents to reshape software services
グロバント、AIエージェントでソフトウェアサービスの転換を狙うテクノロジー
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Argentine software company Globant is making a major push into artificial intelligence. Its Glob.AI platform gives clients access to AI Pods, where software agents work under engineers’ supervision. According to the company, some consulting tasks that once took nearly two months can now be completed in days. That claim describes the company’s expectations, rather than an independent test.
The strategy comes after a steep decline in Globant’s market value. The same technology that threatens traditional software-service work may also help the company rebuild its business. Chief executive Martín Migoya compares the opportunity with the early days of cloud computing. Traditional services still provide most of the firm’s revenue, so the transition remains a substantial challenge.
Other technology-services companies are also changing how they deliver work and charge clients. Globant’s approach stands out for its willingness to let a new model replace parts of its existing business. The central question is whether AI can create enough new demand and improve profitability to offset work completed faster with fewer engineers.