AI Adoption Stage
Indicates how mature AI deployment is across the market.
Current Status
Last updated: Feb 20, 2026
ā¢ Low execution activity (6% of events)
ā¢ Market in exploration phase
Limited recent data; signal may be noisy. Interpret with caution.
What It Means
Adoption Stage tracks the market's progression from experimental pilots to production deployments to institutionalized enterprise adoption.
Experimental: Most activity is R&D, pilots, and early exploration. High risk, high potential.
Early Production: Companies are moving from pilots to initial production workloads. Infrastructure scaling begins.
Operational: AI is in active production use. Focus shifts to optimization, reliability, and scale.
Institutionalized: AI is embedded in enterprise operations. Market mature, competition intensifies.
Which Stock Categories Tend to Benefit
Infrastructure
Benefits most in experimental and early production stagesāfoundational investment.
Models & Platforms
Benefits in early production and operational stages as platforms scale.
Data & Analytics
Benefits in operational and institutionalized stagesāproduction data workloads.
Applications
Benefits most in operational and institutionalized stagesāenterprise deployment.
How We Compute It
- ā¢Computed from execution event share: M&A, partnerships, and IPOs as a percentage of total events.
- ā¢Execution momentum: trend in execution events over time.
- ā¢Higher execution share indicates more mature, production-level adoption.
Limitations
- ā¢Execution events are a proxy; not all production use generates visible events.
- ā¢Different sectors may be at different adoption stages.
- ā¢Rapid shifts between stages are rare; this is a slow-moving signal.
For informational purposes only. Not investment advice.