INDEPENDENT ANALYST RESEARCH
The agentic AI sector, written for the people making the decisions.
Detailed market reports, weekly news commentary viewed through our Agentic AI framework and hypotheses, and thematic deep-dives — built on a proprietary database of more than 600 agentic AI vendors. Primary and original sources only.
Latest research published 13 May 2026 · Written by Dr Martin De Saulles and the Information Matters team.
Agentic AI Research & Comment
AI Foundation Model Providers: The 2026 Landscape
The foundation-model-providers segment is the capital-intensity and run-rate-scale top of the agentic AI market — and it is the segment most badly served by category-level commentary that reads all nine of the active labs as broadly comparable competitors. They are not. Our second IM Category Report scores OpenAI, Anthropic, Google DeepMind, Meta, Mistral AI, Cohere,…
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Agentic AI in healthcare: a sector that splits four ways
Information Matters Report #IM108 — Sector Context Briefing. May 2026. Download the full briefing — 29 pages —here Twenty vendors are doing meaningful agentic AI work in healthcare as of May 2026. Unlike legal or coding — categories where the cohort can be read as a single competitive set — the healthcare cohort divides cleanly…
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Coding agents: the 2026 landscape
Information Matters Report #IM107 — Category Report. May 2026. Twelve coding-agent vendors scored together through the IM Framework. Defensibility against erosion, Disruption Potential as a forward-looking construct, and Trajectory Profile across the eight scenarios from our Eight Futures Macro Briefing. The first published Category Report under the new framework methodology surfaces a cohort being reshaped…
The AI sovereignty thesis: three elements and where each compounds
When we published Sizing the European Agentic AI Stack eight days ago, the headline number was $5.5B for 2026 — Europe at 13 to 17 per cent of the global agentic AI market against a 17 per cent share of global GDP. The instinct, especially from US-headquartered readers, was to treat that as a gap…
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