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.
