AI-Native Vendors Now Capture 90% of Infrastructure Spend
The 44% to 90% shift signals legacy cloud and infrastructure vendors are losing the AI budget battle to startups born for this stack, a reversal that reorders the vendor shortlist for anyone building AI products. Enterprise buyers and infrastructure founders should re-examine which layer their spending and roadmaps target, since agent tools are the fastest-growing segment. The adoption figures on sandboxes, search and browser tooling offer concrete benchmarks for sizing the agent tooling market.
Menlo Ventures' latest AI infrastructure analysis shows AI-native vendors' share of infrastructure-layer spending jumped from 44% last year to 90%. Agent adoption is driving demand for new tooling: code sandbox usage rose from 11% to 40%, search from 5% to 30%, and browser infrastructure from 4% to 14%. The report maps the AI infrastructure market into four layers: compute and foundation models, data, orchestration, and agent tools.
AI 基础设施的钱，正在快速流向一批新公司：AI 原生厂商已拿走 90% 的基础设施层支出，去年还只有 44%。⚡️ Agent 也催生了新的工具需求： 代码沙箱采用率 11%→40% 搜索 5%→30% 浏览器基础设施 4%→14% Menlo Ventures 把 AI 基础设施画成了四层：算力和基础模型、数据、编排、Agent 工具。 💬 3 🔄 0 ❤️ 0 👀 546 📊 3 ⚡
