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:
• Amazon
Declining:
• Google
• Amazon
Declining:
Monthly Breakdown
October 2025
Expanding
Expanding
November 2025
Contracting
Contracting
December 2025
Expanding
Expanding
