The Enterprise AI Stack Is Maturing Beyond “Just LLMs”
-

Investors agree that enterprises are learning a hard lesson: large language models alone are not a silver bullet. In 2026, attention is shifting toward fine-tuning, orchestration, observability, evaluations, and data sovereignty. Custom models and tightly integrated systems are replacing generic AI overlays.
Another major trend is the rise of AI product companies turning into AI implementers. Once vendors have multiple workflows running in production, many are adopting a forward-deployed engineer model—essentially becoming AI consultants embedded within customer operations. At the same time, voice AI, physical-world AI (manufacturing, infrastructure, climate), and frontier labs shipping turnkey applications are emerging as major growth areas.