This report examines the emergence of a new AI technology stack built to support the deployment of agentic AI at scale. We explore how organizations are adapting their software infrastructure to handle AI workloads and building the foundational platforms that enable sophisticated agentic systems.
In the report, we analyze the evolution from simple "models plus prompts" toward complex, multi-step agents and the emergence of specialized infrastructure designed to make agents production-ready, reliable and trustworthy.
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Report Highlights
1. The New AI Technology Stack
The software infrastructure market's shift to support AI and agentic workloads is creating opportunities for new entrants to disrupt various parts of the market. We explore how this transformation spans both existing categories like databases and data transformation, as well as new AI-specific categories including foundation models, model infrastructure and agentic infrastructure.
2. Foundation Models: The Core Intelligence
From large language models (LLMs) to large reasoning models (LRMs), multimodal models, voice models and emerging world models, we examine how foundation models serve as the "brain" powering AI systems.
3. The Agent Fabric Layer
We outline the building blocks developers are likely to need to move agents from prototype to production, including orchestration and guardrails, durable execution, agent memory, tool discovery through Model Context Protocol (MCP), authentication and authorization, human-in-the-loop UX and secure sandboxes for testing.
4. Building Trust Through AI Assurance
As agents become more autonomous, organizations will need to have confidence that AI systems are performing as intended. We explore how evaluations, simulations, red teaming and observability tools help development teams detect degradation, prevent failures and maintain reliability in production environments.
5. Agentic Infrastructure Market Map
Our market map charts the emerging landscape of AI and agentic infrastructure across foundation models, model infrastructure, agent fabric and AI assurance, highlighting both established players and emerging startups that are changing how organizations build and deploy intelligent systems.
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