PitchBook Reports AI Is Becoming the Defining Infrastructure Layer of the Global Economy

Summary

PitchBook Data Inc. published its 2026 "Artificial Intelligence Outlook: The Great Competition Wars Have Begun" report on December 10, 2025, characterizing AI as the defining infrastructure layer for the next half-century of the global economy. The report argues that AI is no longer an experimental layer but a core driver of enterprise value creation and destruction across nearly every major technology sector, with the most intense competition now underway across enterprise software, cybersecuri