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Wire · technology

Data infrastructure software — the control layer of the AI stack

18 September 2026 · By · Wire by Fusion42

Published

18 September 2026

Topic

technology

◆ Sectors

Data Infrastructure

◆ Geography

United States

◆ Source

Read at themalaysianreserve.com →

◆ Verified

Fusion42 · 18 September 2026 · Fusion42 review

The shift toward agentic AI is driving significant demand for consumption-priced data infrastructure software, with companies like Snowflake, Datadog, and MongoDB showing strong market performance despite high valuations and thin earnings visibility. This structural change in the AI stack benefits data infrastructure firms as AI agents require governed, current, and machine-readable data to operate efficiently.

This Wire brief sits within Fusion42's coverage of Data Infrastructure.

◆ ◆ The Wire takeaway

You must prioritise consumption-based data platforms over seat-based software as AI agents rapidly increase data workloads, opening revenue and usage growth opportunities if you deliver governed and machine-readable data efficiently.

◆ Coverage

1 source · 18 Sep 2026

◆ Related on Wire

◆ Topics

Data Infrastructuredata-infrastructureai-agentsconsumption-pricingenterprise-aicloud-growth