Four leaders to beat in the AI vendor race

Artificial Intelligence
Author: TD SYNNEX Newsflash Published: 17th February 2026

Gartner has identified the ‘Companies to Beat’ in the race for AI market dominance naming Google, Palo Alto Networks, Microsoft, and OpenAI as the leaders in key areas of the market.


► Research highlights the current front-runners in key segments


Google is the one to beat in the race on Enterprise Agentic AI Platforms, said Gartner. This is due to its integrated AI agent tech stack (spanning advanced reasoning models, protocols and infrastructure), scalable enterprise adoption support, and use of Google DeepMind to invest in key AI disruptors. In Gartner’s view, Google outpaces competition in terms of vision and innovation.

Four leaders to beat in the AI vendor race

It identified Palo Alto Networks as the leader in AI Security Platforms, noting the company’s broad security portfolio, acquisition strategy, extensive installed base, and robust distribution channels. Gartner said that Palo Alto Networks has positioned itself as a significant contributor of AI security research by uniquely combining deep in-house expertise with crowdsourced and open-source avenues.

Microsoft is singled-out as the leader in Enterprise-wide AI. Gartner cited the vendor’s partner and platform ecosystem, control of enterprise work surfaces, and ability to capture enterprise data as some of the reasons for its strong position. It also pointed out to Microsoft’s extensible AI tools, the Microsoft Agent 365 governance platform, plus an extensive presence across enterprise applications and infrastructures. This makes it easier for Microsoft to integrate AI across the back and front end.

OpenAI is named as the front-runner amongst LLM Providers. It has been able to build on the momentum established by being first to market in the LLM-enabled AI race and focusing on reasoning and agentic AI development. It has also seen unprecedented demand and adoption of ChatGPT, with API access directly through OpenAI and Microsoft Azure cloud. It also benefits from extension in the enterprise market through the embedding of the GPT model family in the Microsoft applications suite.

The list was determined using a methodology based on, but not limited to, six key criteria: technical capabilities, customer implementations, potential customer base, business model, key partnerships, and the broader surrounding ecosystem. It was compiled by Gartner analysts using a variety of data sources.

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