Globant Reimagines Traditional IT Services with AI Pods, the First Subscription Model for AI-Powered Engineering

Rhea-AI Summary

Globant (NYSE: GLOB) has launched AI Pods, a groundbreaking subscription-based model for AI-powered engineering services, marking a significant shift from traditional IT service pricing. The new offering provides access to agentic AI orchestrated by Globant experts, operating on a token-based metered capacity system similar to LLM pricing models. Powered by Globant Enterprise AI (GEAI), an AI-model agnostic platform, AI Pods deliver services including engineering, product definition, design, and testing at scale. The platform features intelligent agents like Globant CODA, which automates the software development lifecycle. According to CEO Martin Migoya, this innovation represents a radical departure from conventional industry offerings, delivering services as software that are continuous, intelligent, and outcome-aligned. Early implementations in finance, retail, and media sectors have demonstrated significant reductions in delivery timeframes and improved productivity.

Positive

• Introduction of industry's first subscription model for AI-powered engineering services
• Token-based metered capacity system provides cost transparency and flexibility
• AI-model agnostic approach allows utilization of various top-performing LLMs
• Early implementations show significant reduction in project delivery timeframes
• Platform includes automated code generation, testing, and deployment capabilities

Negative

• Subscription-based model may require significant changes to client procurement processes
• Token-based pricing could lead to unpredictable costs for clients

Insights

Technology Innovation Strategist

Globant's AI Pods transform IT services with subscription-based AI engineering, promising major efficiency and cost advantages over traditional models.

Globant's introduction of AI Pods represents a fundamental business model transformation for the IT services industry. Moving from the traditional time-and-materials billing approach to a subscription-based, consumption model aligns with how modern software is delivered but applies it to services—effectively creating "services as software."

This strategic pivot leverages Globant's decade-long AI investment through their Globant Enterprise AI (GEAI) platform. The model-agnostic approach is particularly shrewd, avoiding lock-in to any single LLM while allowing clients to benefit from the rapidly evolving AI landscape. The token-based metering system mimics how foundation models like GPT are consumed, providing familiar economics to clients already using these technologies.

What distinguishes this offering is the human-AI collaboration model—Globant experts supervise the AI agents to ensure quality and strategic alignment, addressing the primary concerns enterprise clients have about pure AI implementations. Their CODA system appears to automate the software development lifecycle, potentially reducing delivery timeframes substantially.

The industry implications are significant: IT services have historically scaled linearly with human resources, creating inherent growth limitations. If successful, this model could allow Globant to scale revenue without proportionally scaling headcount, potentially improving margins while delivering faster results to clients. Their claim of "huge reductions in delivery timeframes" suggests meaningful efficiency improvements that could disrupt competitor pricing models.

• Globant ushers in a new era of consumption-based pricing, aligned to outcomes instead of efforts. This new model provides guaranteed time and cost savings
• Globant's AI Pods offer an AI model-agnostic approach, empowering companies to leverage top-performing LLMs for agentic workflow production

NEW YORK, June 5, 2025 /PRNewswire/ -- Globant (NYSE: GLOB), a digitally native company dedicated to reinventing businesses through innovative technology solutions, unveils a new model to radically disrupt traditional IT services with AI. The company is introducing AI Pods, the first subscription model for AI-powered services like engineering, product definition, design, and testing at scale.

AI Pods offer access to agentic AI orchestrated and supervised by Globant experts to ensure strategic alignment, quality, and traceability. They deliver smarter, scalable solutions, with faster time to market and lower costs. Clients can subscribe monthly to an AI Pod, and each subscription includes a token-based metered capacity, similar to how some LLMs structure usage. 

"We've been embracing AI for a decade, and today we're reinventing the industry with a strategy that meets the growing demand from global organizations for AI-driven value at scale," said Martin Migoya, co-founder and CEO of Globant. "This is not just an evolution—it's a radical departure from what anyone else in our industry is offering: services as software—continuous, intelligent, and aligned to outcomes, not effort."

AI Pods are powered by Globant Enterprise AI (GEAI), Globant's advanced AI accelerator platform. GEAI is AI-model agnostic and offers a full spectrum of agents for designing, building, deploying, and orchestrating bespoke agentic AI. These intelligent, agentic workflows drive end-to-end business transformation at scale. Today's agent lineup includes Globant CODA, which accelerates the entire software development lifecycle with automated code generation, testing, and deployment.

"We are already delivering this model in industries like finance, retail, and media with impressive results. Projects are experiencing huge reductions in delivery timeframes, showing concrete efficiencies and boosting productivity," said Diego Tartara, CTO at Globant. "We believe we are at the forefront of a massive change for our sector, and we have proven to be the perfect partner to guide both our teams and customers into this new era."

To learn more, visit https://www.globant.com/ai-pods

About Globant

At Globant, we create the digitally-native products that people love. We bridge the gap between businesses and consumers through technology and creativity, leveraging our expertise in AI. We dare to digitally transform organizations and strive to delight their customers.

• We have more than 31,100 employees and are present in 36 countries across 5 continents, working for companies like Google, Electronic Arts, and Santander, among others.
• We were named a Worldwide Leader in AI Services (2023) and a Worldwide Leader in Media Consultation, Integration, and Business Operations Cloud Service Providers (2024) by IDC MarketScape report.
• We are the fastest-growing IT brand and the 5th strongest IT brand globally (2024), according to Brand Finance.
• We were featured as a business case study at Harvard, MIT, and Stanford.
• We are active members of The Green Software Foundation (GSF) and the Cybersecurity Tech Accord.

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FAQ

What are Globant's AI Pods and how do they work?

Globant's AI Pods are subscription-based AI-powered engineering services that provide access to agentic AI orchestrated by Globant experts. They operate on a token-based metered capacity system and deliver services like engineering, product definition, design, and testing at scale.

How does GLOB's new subscription model differ from traditional IT services?

Unlike traditional IT services that charge based on effort, Globant's new model is consumption-based and aligned to outcomes. It operates as a monthly subscription with token-based metering, similar to LLM pricing structures.

What industries has Globant (GLOB) implemented AI Pods in?

Globant has already implemented AI Pods in finance, retail, and media industries, reporting significant reductions in delivery timeframes and improved productivity.

What is Globant Enterprise AI (GEAI) and what capabilities does it offer?

GEAI is Globant's advanced AI accelerator platform that is AI-model agnostic. It offers agents for designing, building, deploying, and orchestrating bespoke agentic AI, including CODA for automated software development.

How does Globant's CODA technology enhance software development?

Globant CODA accelerates the entire software development lifecycle by providing automated code generation, testing, and deployment capabilities.