Menlo Ventures发布2026企业AI报告：AI原生公司占基础设施支出90%
整理来自：https://t.co/BppT4fSrLN
Menlo Ventures把整个AI基础设施栈画成了一张图，代码沙盒一年内从11%涨到40%，做基础设施或智能体方向的人建议看看数据。
Menlo Ventures发布2026年企业AI现状报告，指出AI原生公司占基础设施层支出的比例从去年的44%升至90%。报告将AI基础设施栈分为四层，从计算与基础模型到智能体工具。工具层是智能体凭空创造新增需求的地方：一年内代码沙盒在开发者中的采用率从11%升至40%，搜索从5%升至30%，浏览器基础设施从4%升至14%。
整理来自：https://t.co/BppT4fSrLN
整理来自： x.com/MenloVentures/… Menlo Ventures @MenloVentures Agents are the biggest new consumers of infrastructure. AI-natives now take 90% of infrastructure-layer spend, up from 44% last year. We mapped the whole stack across four layers, from compute and foundation models up to agent tooling. Tooling is where agents are creating demand from scratch. In one year: code sandbox adoption went from 11% to 40% of builders, search from 5% to 30%, and browser infrastructure from 4% to 14%. See the AI Infrastructure Market Map in our 2026 State of Enterprise AI report: menlovc.com/perspective/20… 🔗 View Quoted Tweet 💬 0 🔄 0 ❤️ 0 👀 220 ⚡
