AI Ecosystem Quarterly Report | Q3-2025

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Quarterly AI Ecosystem Intelligence

Reporting period: July 2025 – September 2025 | Published: September 19, 2026

Executive Brief

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

Regime

Transition phase

Direction Trend

Expanding → stable → expanding

Power Shift

Rising:
• Deepseek
• Mistral Ai
• Asml

Declining:
• Nvidia
• Moonshot Ai
• Anthropic

Monthly Breakdown

July 2025
Expanding
August 2025
Stable
September 2025
Expanding