You don't need earth shattering though. The PC revolution was huge because every company got a bit more productive with things like word processors and printing and email.
The internet (and then later mobile) was big because every company got a revenue boost, from a small one with online presence to a a huge one for e-commerce to transformative with Netflix and streaming services.
Ignoring the more sci-fi claims of AGI or anything, if you just believe that AI is going to make every office worker 10% more productive, surely each company is goign to have to invest in AI, no? Anytime you have an industry that can appeal to every other company, it's going to be big.