Activant Capital - AI's Undervalued Asset - Data's pivotal role in the next era of Gen AI deployment - March 2025

A research article from Activant Capital analyzing the undervalued role of data in generative AI deployment. It argues that while compute and software have dominated AI investment and attention, data infrastructure is critically underfunded and overlooked, despite being essential for model training and insights. The article highlights the imbalance in market capitalization and venture capital funding among the three foundational layers (compute, software, data) and discusses why data management remains a major hurdle for enterprise AI adoption.