Agentic Workflows Disrupt Traditional Models as "AI + Cloud Data Platform" Software Stocks Surge

Stock News12-11

Wall Street analysts from Citigroup predict that "Agentic Workflows" — AI-driven, usage-based cloud data platforms — will dominate enterprise software and cloud computing spending through 2026. Hyperscalers and "AI + cloud data platform" software firms like Oracle, Snowflake, MongoDB, and Elastic are poised to be primary beneficiaries.

Agentic Workflows enable AI agents to autonomously execute multi-step tasks (e.g., data extraction, analysis, and decision-making). Citi notes a global shift from "AI experimentation" to "early-stage规模化 deployment," projected to drive 20-35% growth in enterprise software and cloud spending by 2026, building on 2025’s 50% surge.

Key observations: - Snowflake’s AI modules (Intelligence/Cortex) adoption is accelerating, with单个AI use cases reportedly generating ~$200K incremental consumption. Large clients may deploy 10+ use cases, significantly boosting usage. - A major U.S. airline is testing Elastic’s AI cloud monitoring to replace Splunk, citing strong demand for Elastic’s "AI + cloud security" capabilities.

Recent earnings from cloud leaders (Alphabet, Meta, Salesforce) and AI specialists (AppLovin, Palantir) underscore robust demand for both AI infrastructure (e.g., NVIDIA GPUs) and enterprise-grade AI applications. Two trends dominate: 1. **Generative AI apps** (e.g., ChatGPT, Claude) expanding beyond chat interfaces. 2. **AI agents** evolving into productivity tools, poised to define the 2030s AI landscape.

**Google’s Gemini 3 Fuels Momentum** - Gemini 3’s launch triggered massive AI token demand, forcing Google to limit free access to Pro/Nano Banana Pro tiers. - OpenAI’s rumored GPT-5.2, reportedly outperforming Gemini 3 in benchmarks, signals intensifying competition.

**MongoDB’s Strategic Edge** - Deep integration with Google Cloud/Vertex AI positions MongoDB as a core beneficiary of推理算力 demand. Atlas + Vertex AI stacks are scaling rapidly, driven by enterprise/consumer demand for generative AI, search, and agentic workflows. - MongoDB’s recent earnings beat expectations, reflecting its pivotal role in Google’s AI ecosystem.

**Investment Shift: From Compute to Workflow Monetization** Post-2024’s "AI infrastructure phase," focus pivots to platforms monetizing usage (e.g., cloud data/observability tools). Citi advocates: - **Overweight**: Usage-based cloud data/security platforms (e.g., MongoDB, Snowflake). - **Caution**: Closed, expensive AI platforms (e.g., Palantir), prioritizing tangible metrics over hype.

**Outlook** With Gemini’s 650M+ monthly users and 20x annual token growth, Google’s ecosystem — and partners like MongoDB — exemplifies the "rising tide" of AI-driven cloud expansion.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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