Charlotte is a Senior Analyst for Application Platforms at Current Analysis. She covers the technologies that provide the infrastructure necessary to build and run enterprise applications and services. She analyzes the software, services and professional services necessary to integrate disparate systems, create cross-business and cross-technology communications, deliver rich, collaborative applications, and build software that is transparent, optimized and reusable.
• New fears of AI breaches and vulnerabilities significantly threaten AI adoption
• Salesforce and rivals launch aggressive control plane portfolios as part of the new layer of the AI stack
On the heels of broad industry doomsday reports of AIs going rogue, Salesforce launched its mega Dreamforce conference in San Francisco, California (US) last week. CEO Marc Benioff used the stage to reposition the company as the industry platform to provide the oversight and governance of both Salesforce and third-party agents under a single view.
• Fast-growing use of agentic AIs within organizations has triggered agentic orchestration/governance prioritization among platform providers
• Controversy remains over two distinct approaches to orchestration: control plane construct or orchestration frameworks
Enterprises deploying AI in 2026 are turning their attention from deployment of agentic AIs to the management of growing numbers of agents being released across organizations. Companies are struggling with how to manage the hundreds or thousands of individual agents built within their organizations–agents built by different teams, running on different platforms, with inconsistent security and governance. This is problematic, considering most organizations lack visibility into agent inventory, purpose, and authorization.
• Cycles between advanced AI model rollouts are significantly shortened among leaders in this space
• Developers are gaining access to agentic-injected integrated development environments (IDEs); while knowledge workers gain access to agentic AI assistants.
The second quarter marks a momentous period in the industry’s ongoing AI efforts. Platform leaders shipped next-generation agentic runtimes including autonomous and other advanced capabilities, all while managing a more compressed cycle of new AI models, which are rolling out in a matter of weeks versus months.
FinOps X conference takes place in San Diego, California (US) June 9-11, 2026.
Key themes will include how enterprises will operationalize AI-driven FinOps across platform engineering.
FinOps X conference in San Diego will take place in one week, and not surprisingly AI will dominate keynotes and discussions among FinOps practitioners. These experts will share insights into best practices for operationalizing AI-driven FinOps across platform engineering, including CICD, Kubernetes, and other cloud-native architectures.
• Anthropic backpedals price hikes following outcry
• GitHub makes controversial move from flat-rate to usage-based billing models
April has a been a controversial and even catastrophic month for developers of popular copilots and agents.
Some enterprise and independent developers felt gut-punched following unorthodox activities including significant price increases and major subscription restructuring. Anthropic removed Claude Code from its standard Pro Plan priced at $20, offering it instead as part of its Max plan for $100 per month. Confronted with serious backlash, it was forced to reverse its decision.
• Telcos are increasingly repositioning themselves as cloud and AI providers, targeting the digital transformation opportunity from an infrastructure-led perspective.
• Strategic partnerships between telcos and hyperscalers are likely to drive the most successful business transformations.
Telcos have an important agenda during this week’s high-profile technology conference, Mobile World Congress in Barcelona. They are going after the digital transformation space from an infrastructure perspective, addressing enterprises’ desperate need for improved operational provisioning, an issue largely ignored by cloud platform providers.
• Google will release a broadly backed commerce protocol this quarter that threatens Amazon’s behemoth e-commerce marketplace
• Anthropic Claude Code includes new features that help developers bypass the complexities of COBOL, threatening IBM’s massive mainframe business.
The cloud wars have quickly morphed into the AI wars among leading platform services rivals, which have invested heavily in LLMs in recent years. By leveraging agentic AI, platform services providers are elevating their competitive threat in their quest for dominance in both e-commerce markets and among enterprise developer communities.
• Innovative dev tools extend capabilities to include observability.
• Operations teams will see a boost in GenAI-injected operational workflows.
According to GlobalData’s latest report on 2026 predictions, observability providers will make a big push into DevOps. The industry’s platform providers will focus greater investment in the coming year in providing operations teams with AI-generated capabilities that streamline the critical application deployment portion of the application lifecycle, known for being the most complex piece of app modernization.
• Agentic AI will help document dwindling tribal knowledge
• Vibe coding will become mainstream
The industry should expect a lot more formalization of vibe coding capabilities leading to greater opportunities among non-coders across enterprise business units. Interesting applications resulting from agentic AI will help enterprises solve age-old problems such as the loss of institutional knowledge among an aging workforce. Plus, traditional automation platforms will get a major boost from agentic AI advancements. These are among just some of the 2026 GlobalData Predictions within the category of agile automation.
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