Quarterly AI Ecosystem Intelligence
Executive Brief
The ecosystem shows a Transition phase with a expanding → contracting → expanding trend.
Regime
Transition phase
Direction Trend
Expanding → contracting → expanding
Power Shift
Rising:
• Meta
• Meta
Declining:
• Microsoft
Monthly Breakdown
January 2026
Expanding
Expanding
February 2026
Contracting
Contracting
March 2026
Expanding
Expanding