Davidson's analysts said in a research report that if artificial intelligence were to kill a business, then the relevant signs should already be showing. Despite significant fluctuations in the software industry surrounding artificial intelligence, these analysts said they didn't see any inherent danger. Instead, 2026 will be another clear-cut year for winners and losers, they write, and point out that Snowflake and Datadog are in a particularly favorable position to win. “Without data warehouses and observability, the company cannot achieve its AI goals, and these two companies will continue their winning streak from 2025 and continue to win.”

Davidson's analysts said in a research report that if artificial intelligence were to kill a business, then the relevant signs should already be showing. Despite significant fluctuations in the software industry surrounding artificial intelligence, these analysts said they didn't see any inherent danger. Instead, 2026 will be another clear-cut year for winners and losers, they write, and point out that Snowflake and Datadog are in a particularly favorable position to win. “Without data warehouses and observability, the company cannot achieve its AI goals, and these two companies will continue their winning streak from 2025 and continue to win.”