Enterprise AI spending in the US tripled from $11.5 billion to $37 billion between 2024 and 2025, according to Menlo Ventures. E-commerce hit $310.3 billion in Q3 2025 alone. Clean energy added over 100,000 net jobs in a single year. Six sectors are pulling away from the rest of the US economy in 2026: artificial intelligence, cybersecurity, e-commerce, telehealth, clean energy, and fintech. This article covers their verified market sizes, growth rates, and employment projections using data from the Bureau of Labor Statistics, the US Census Bureau, and leading research firms.
Fastest Growing Business in the US 2026: Key Statistics
- The US AI market reached $173.56 billion in 2025 and is projected to grow at a 19.33% CAGR through 2035 (Precedence Research).
- US retail e-commerce sales recorded $310.3 billion in Q3 2025, a 5.1% year-over-year increase (US Census Bureau).
- US telehealth was valued at $42.54 billion in 2024 and is growing at a 23.8% CAGR through 2030 (Grand View Research).
- Clean energy employment reached 3.5 million jobs, growing roughly 3x faster than the national workforce average (E2/DOE).
- The US cybersecurity market grew from $92.73 billion in 2025 to a projected $99.79 billion in 2026 (Mordor Intelligence).
Fastest Growing Business in the US 2026: Market Size Comparison
The table below compares current and projected US market sizes across all six sectors.
| Industry Sector | US Market Size (2025) | Projected Size (2026) | CAGR |
|---|---|---|---|
| Artificial Intelligence | $173.56B | $206B+ (est.) | 19.33% |
| Cybersecurity | $92.73B | $99.79B | 7.62% |
| E-Commerce (Retail) | $1.25T | $1.38T (est.) | 10.71% |
| Telehealth | $42.54B (2024) | $52.67B (est.) | 23.8% |
| Clean Energy | 3.5M+ jobs | 3x US avg. growth | N/A |
| FinTech (Global) | N/A | Tracking to $882B by 2030 | ~17% |
AI and Enterprise Software: The Fastest Growing Business Sector
AI is the single fastest-moving revenue category in the US economy right now. Enterprise spending on generative AI alone reached $37 billion in 2025, up from $11.5 billion in 2024. That 3.2x year-over-year jump makes generative AI the fastest-growing software category in history by share of the global SaaS market, where it now accounts for about 6%, according to Menlo Ventures.
Coding tools are the breakout use case within enterprise AI. They accounted for $4.0 billion in 2025, or 55% of all departmental AI spend. Vertical AI solutions built for specific industries like healthcare and finance captured $3.5 billion, nearly 3x the $1.2 billion spent in 2024.
On the employment side, the BLS projects computer systems design and related services to grow 19.5% from 2023 to 2033 — the fastest rate in the professional and technical services sector.
US Cybersecurity Revenue Growth and Spending Trends
The US cybersecurity market reached $92.73 billion in 2025 and is on track to hit $99.79 billion in 2026, according to Mordor Intelligence. Solutions (hardware and software combined) made up 67.3% of the market. Managed security services had the fastest growth at a 15.1% CAGR through 2031, driven by demand from small and mid-sized businesses and rising cyber insurance requirements.
Federal policy is a direct demand driver. Executive Order 14028 requires all US civilian agencies to adopt zero-trust architecture. Twenty-three states have published their own zero-trust roadmaps. California alone allocated $50 million for identity-centric controls across all agencies by 2026.
The US has 265,000 unfilled cybersecurity roles, which is both a constraint and a clear signal that demand outpaces supply.
US E-Commerce Revenue in 2026: Census Data and Growth Rates
Q3 2025 figures from the US Census Bureau showed retail e-commerce at $310.3 billion seasonally adjusted, a 5.1% increase from Q3 2024 and a 1.9% jump from Q2 2025. Total retail sales grew 4.1% over the same period, meaning online shopping continues to outpace brick-and-mortar.
Mobile commerce is a major force behind this. Smartphone transactions are projected to exceed $1.7 trillion in the US by 2026, up from $1.3 trillion in 2024 (Speed Commerce). The number of US online shoppers is expected to reach 288.2 million by 2026 (SellersCommerce).
| Quarter | E-Commerce Sales | YoY Change | Share of Total Retail |
|---|---|---|---|
| Q3 2025 | $310.3B | +5.1% | 16.4% |
| Q2 2025 | $304.5B (est.) | — | — |
| Q3 2024 | $295.1B (est.) | — | — |
Telehealth and Digital Health Market Growth
US telehealth was valued at $42.54 billion in 2024 and is projected to expand at a 23.8% CAGR from 2025 to 2030, according to Grand View Research. Psychiatry holds the largest specialty share at 12.4% of the market. The provider segment accounts for 52.6% of total revenue.
The broader digital health market reached $199.1 billion globally in 2025 and is forecast to hit $573.5 billion by 2030. Within the US, healthcare and social assistance is the single largest sector for projected job growth, with the BLS forecasting an 8.4% increase over the 2024–2034 decade. Nurse practitioners alone have a projected 35% employment growth through 2034.
Clean Energy Jobs in the US: 2024 Employment Data
Clean energy jobs grew roughly 3x faster than the overall US workforce in 2024, according to E2’s analysis of the DOE’s 2025 US Energy and Employment Report. The sector now accounts for 42% of all energy jobs and 2.3% of the total national workforce.
Energy efficiency led with about 2.4 million jobs and 91,000 added in 2024. Renewable generation employed 569,000 workers with 9,000 new positions. Clean vehicles lost 12,000 jobs as part of a broader downturn across all motor vehicle manufacturing, though the sub-sector has still grown 52% since 2020, adding 137,000 positions over five years.
Renewables accounted for 93% of all US electricity capacity additions through September 2025, with solar and storage making up 83% of that total. Battery storage capacity reached 37.4 GW by October 2025, up 32% year to date, according to Deloitte.
FinTech and Digital Finance: Employment and Revenue Outlook
The BLS projects employment in securities, commodity contracts, and related financial investment activities to grow 18% from 2023 to 2033. Globally, Fortune Business Insights estimates the fintech market will reach $882 billion by 2030, driven by embedded banking, digital wallet adoption, and real-time payment infrastructure.
Enterprise generative AI spending in financial services is accelerating here too. The BFSI segment accounted for 16.92% of the enterprise AI market in 2025 — the largest share among all end-use sectors, per Precedence Research.
FAQ
What is the fastest growing business sector in the US in 2026?
Artificial intelligence is the fastest growing sector by revenue growth. Enterprise AI spending tripled year-over-year to $37 billion in 2025, and the US AI market is growing at a 19.33% CAGR.
How large is the US e-commerce market in 2026?
US retail e-commerce is projected to reach $1.38 trillion in 2026, growing at a 10.71% CAGR. Q3 2025 sales alone recorded $310.3 billion, representing 16.4% of all retail.
How many clean energy jobs are there in the US?
The US had over 3.5 million clean energy jobs as of 2024, with 100,000+ net positions added that year. The sector grew about 3x faster than the overall US workforce.
What is the projected US cybersecurity market size for 2026?
The US cybersecurity market is projected to reach $99.79 billion in 2026, up from $92.73 billion in 2025, with managed security services growing fastest at a 15.1% CAGR.
How fast is telehealth growing in the US?
US telehealth is growing at a 23.8% CAGR from 2025 to 2030, making it one of the fastest expanding sub-sectors in healthcare. It was valued at $42.54 billion in 2024.
