Computer & Communication Industry Association

Generative AI: An Assessment of Competitive Dynamics

PublishedNovember 12, 2026
Written By
  • RBB Economics

Generative AI prices are plunging, market leaders keep getting overtaken, and startups are capturing most new application revenue, as shown in a new report from RBB Economics prepared for the Computer & Communications Industry Association (CCIA). The report evaluates competition across the AI stack through October 2026 and finds that the evidence is consistent with effective competition in a dynamic and innovative sector and concludes that vigilance is preferable to broad, pre-emptive regulatory intervention.

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