AI Market Shift: From Model Intelligence to Vertical Integration in 2026
Published:Jan 9, 2026 08:11
•1 min read
•Zenn LLM
Analysis
This report highlights a crucial shift in the AI market, moving away from solely focusing on LLM performance to prioritizing vertically integrated solutions encompassing hardware, infrastructure, and data management. This perspective is insightful, suggesting that long-term competitive advantage will reside in companies that can optimize the entire AI stack. The prediction of commoditization of raw model intelligence necessitates a focus on application and efficiency.
Key Takeaways
- •The AI market is shifting from a focus on raw model intelligence to vertical integration.
- •Search, long context memory, ARM-based semiconductors, and infrastructure are becoming key differentiators.
- •Model intelligence is becoming commoditized.
Reference
“「モデルの賢さ」はコモディティ化が進み、今後の差別化要因は 「検索・記憶（長文コンテキスト）・半導体（ARM）・インフラ」の総合力 に移行しつつあるのではないか”