AI Ecosystem Quarterly Report | Q1-2025

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Quarterly AI Ecosystem Intelligence

Reporting period: January 2025 – March 2025 | Published: September 19, 2026

Executive Brief

The ecosystem shows a Transition phase with a contracting → expanding → stable trend.

Regime

Transition phase

Direction Trend

Contracting → expanding → stable

Power Shift

Rising:
• Nvidia
• Xai
• Blackrock

Declining:
• Deepseek
• Openai
• Oracle
• Softbank

Monthly Breakdown

January 2025
Contracting
February 2025
Expanding
March 2025
Stable