The Postmodern Data Stack is AI: How Consolidation is Reshaping Enterprise Data Infrastructure

The modern data stack, which generated over $100 billion in market cap, is transitioning toward a postmodern AI-driven stack that combines structured and unstructured data at scale. Recent strategic acquisitions by Datadog, Snowflake, and ClickHouse signal this consolidation shift, with focus on AI observability and understanding customer usage patterns. The next wave will include evaluations and agent orchestration components.