Positioning for AI Disruption: The Next Phase of Enterprise Adoption

As AI capabilities continue to advance rapidly, elevated investment across the AI value chain has increased scrutiny around ROI. The upfront cost of AI deployment remains high even as the cost per unit of intelligence declines, while broader adoption and the shift toward more complex, agentic workflows is driving enterprise spend higher. Companies are responding by re-evaluating how AI is deployed, leveraging highly-capable open-weight and lower-cost models plus advances in AI frameworks to exert greater control over their intelligence stacks, with software vendors playing a key role. Model routing technologies are being adopted to match workloads with the appropriate balance of performance, cost, latency and security. Organizations are moving from broad experimentation toward more targeted deployment, placing greater emphasis on ROI, workflow redesign and governance. The report identifies 70 companies demonstrating AI implementation progress and maps implications across the AI value c