Generative AI is a paradigm shift in technology, and it will spur a massive shift in enterprise spend over the next decade and beyond. Transformations of this magnitude can feel rapid on the surface, especially when they make a huge splash like generative AI has in recent months, but it’s a steep and steady climb to permeate the layers of the enterprise technology stack.

The infrastructure layer captures the initial spend as companies assemble the building blocks for power and performance — the capital pouring into Nvidia and GPU aggregators today indicate this is well underway. As adoption (and dollars) move up the stack, development focus will shift toward the new experiences and products that will reshape each subsequent layer.

We’re just getting a glimpse of how this transformation will unfold at the application layer, and early signals suggest the disruption will be profound.

Long before generative AI, enterprise applications began to deliver more consumer-like experiences by improving UIs and introducing interactive elements that would engage everyday users and accelerate workflow.

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