The Agentic AI Infrastructure Gap: Everyone's Building Agents. Nobody's Building the Substrate.

Salesforce dropped its 2026 Connectivity Report this morning, and there's a stat in there that perfectly captures what's going wrong with enterprise AI: 50% of deployed AI agents operate in complete isolation from each other. Half. They can't share context, they can't coordinate, and the agent handling returns doesn't know what the agent managing inventory is doing three systems over. The rest of the numbers paint a consistent picture. Organizations are running an average of 12 agents, with that number expected to climb 67% within two years.