Industry Research
Enterprise Software / AI
Enterprise software is being rewritten around AI. We follow the infrastructure, tooling, and applications that help large organizations adopt models safely and at scale, and the new categories created by agents, evaluation, and orchestration.
The coverage report
Read the Enterprise Software / AI report.
Compiled by our 2025–26 analyst class, market trends, dynamics, and the companies worth watching. Flip through it below, or open it full-screen.
Inside the track
What this coverage digs into.
Where we focus
AI infrastructure
Serving, orchestration, vector and retrieval layers.
Dev & MLOps tooling
Evaluation, observability, and agent frameworks.
Vertical SaaS + AI
Industry software with AI deeply embedded in the workflow.
Security & governance
Trust, compliance, and control for AI in the enterprise.
What we watch
- Build vs. buy across the AI stack
- Seat-based vs. outcome-based pricing
- How agents change software budgets
The team
Led by our industry experts.
Each report is led by industry associates and built out by a class of analysts. This cycle's team is being announced soon.
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