Gartner says AI vendor race is reshaping competition across the entire AI technology stack

The AI vendor race is restructuring the technology business landscape, forcing every provider to reevaluate what it takes to compete and win, according to Gartner, Inc.

Gartner’s new report, The AI Vendor Race: What It Takes to Win in Volatile Conditions, examines how competition is unfolding across the AI technology stack — from infrastructure and models to applications and services. Analysts emphasize that simply selling AI tools is no longer sufficient, as enterprises demand tangible business outcomes over traditional provider-enterprise value relationships.

“The AI vendor race is not a single competition with a clear finish line, but a series of overlapping races where the outcomes may range from market leadership to breakthrough innovation or even just survival,” said Anthony Bradley, Group Vice President at Gartner. “Providers must track frequent market shifts to both gain an edge and protect their positioning. Success requires a strong grasp of competitor capabilities, their likely ...