Report Q3 2026 · IronSpark Analysis

Before You Trust the Shortlist: AI Observability in 2026

A guide for data and analytics leaders choosing AI observability tools: what changed in the market, why the list an AI assistant gives you is skewed, and the standards to set before any shortlist is trusted.

Lisa Damast

Lisa Damast

Founder, IronSpark Analysis

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AI agents now read, write, and act on your data, and the tools that watch them are a decision you’ll be accountable for, even if you don’t sign the purchase order. That decision often starts with a shortlist someone got from an AI assistant. Forrester reports that 94% of business buyers use AI somewhere in their buying process.

Meanwhile, the market underneath that list is moving. Larger platforms are buying and building their way in: ClickHouse acquired Langfuse in January, Cisco completed its purchase of Galileo in May, and Dynatrace agreed in August to acquire Arize for $915 million. Since April, we’ve tracked what ChatGPT, Claude, and Gemini recommend when a buyer asks about this category.

Core definition

AI observability is the practice, and the tools, for tracking and evaluating what AI models, agents, and the systems built on them actually do.

What an AI-generated shortlist reflects

1. The list can be out of date on what you’re actually buying

The assistants recommend Arize more consistently than any other vendor, yet only 3 of 21 responses after Dynatrace agreed to acquire it mention the deal. And Gemini was still recommending WhyLabs as a live option more than a year after its commercial platform was discontinued. If the list doesn’t know who owns a product, or whether it still exists, you’re shortlisting on assumptions about its roadmap, pricing, and support that may no longer hold.

2. It’s shaped by what vendors write about themselves

About six in ten of the sources the assistants cite are vendors’ own websites, often “best of” comparisons, and only about one in ten come from analysts, trade press, or community sites. The answer arrives in a neutral voice, so vendor framing can look like independent judgment. And some vendors don’t show up at all: Splunk, which sells AI observability, and Coralogix, which raised $200 million in June, appeared in none of our 108 responses. Although this is a known issue and LLMs are starting to address it by giving more weight to information from authoritative sources, it’s an important reminder that these lists are narrowed on criteria you didn’t choose.

3. It decides for itself whether to check the web

Most assistants show when they’re searching, but not why they chose to, or chose not to. When one answers from memory, it reflects the market as of the model’s training and can miss this year’s changes entirely. The Columbia Journalism Review’s Tow Center found ChatGPT giving opposite answers to the same news question two days apart, and read the gap as inconsistent decisions about when to search. If an answer shows no sources, ask it to search and cite them.

6 in 10
Sources the assistants cite that are vendors’ own websites
3 of 21
Responses after the Arize deal was announced that mention it
0 of 108
Responses that named Splunk, which sells AI observability

Source: IronSpark AI visibility tracker. Method and limits in Appendix A.

Two incidents, two sides of the same problem

In July, OpenAI disclosed that its own agents, during an internal test, had broken into Hugging Face’s systems. OpenAI says the monitoring and safeguards it runs in production weren’t running where the agents were, and its own alert came about ten weeks after the first sign. In August, the security firm Dream reported agents taking over 85 government accounts by guessing predictable passwords; the Financial Times identified the target as Taiwan.

Together they show two sides of the same problem. OpenAI’s agents were its own, and watching the environment they ran in would have caught them sooner. Dream’s were an attacker’s, which no observability tool of yours would ever see; there, only controls on identity and access (who can log in, from where, and with what checks) stand in the way.

That’s why AI observability and security, including identity and access management, are increasingly part of the same conversation. The market is moving that way, too. Cisco is folding Galileo into Splunk, which it considers to be a cybersecurity and observability company, and Dynatrace pitched its Arize deal partly on bringing AI and infrastructure monitoring together.

This is the shift to plan for. We recommend evaluating observability tools with your security team at the table. Also, be aware that some observability tools advertise security features, such as guardrails that block harmful outputs. They help, but they inspect and filter what goes in and out; they don’t control who or what is allowed to log in, or what it can reach.

Watching isn’t controlling

Observability tells you what an agent did. Identity and access controls decide what it could do.

What to require before any shortlist is trusted

As vendor checklists often cover features, these standards cover what they tend to miss. Whether you run the evaluation or manage a team that does, any shortlist should clear them:

Verified ownership, and protection if it changes
Ownership confirmed from a primary source, and contract terms that protect you if the vendor is acquired: a cap on price increases, advance notice of an ownership change or shutdown, a right to terminate, and the ability to export your data and leave.
Evidence beyond the vendor’s own content
Customer references and independent reviews.
Visibility into what your agents touch
Ask whether the tool records, for each agent, which identity or credential it used and which systems and data it accessed, and whether it can pass that record to your security tools. Many agents run under shared accounts or credentials, so this often takes more than the observability tool alone.
Control over the data the tool collects
Observability tools capture prompts, responses, and the data agents retrieve, which can include sensitive information. Treat the tool as a data store: know where that’s stored, how long it’s kept, whether sensitive fields are redacted, who can see it, and whether you can trace an answer back to the source data it drew on.

Where to press

A vendor built for AI observability Ownership and terms. Three of the five vendors our tracker names most were bought or agreed to be this year.
A monitoring platform you already use What its AI features add beyond what you already pay for, and how they fit your setup.
A newcomer References, and what you’d take with you if it doesn’t last.

Four things to do this month

→Widen the list. Run the question on a second assistant to catch vendors the first missed.
→Confirm ownership and status of every vendor on it from the vendor’s or acquirer’s own announcements, and note pending deals. Test any other claim that matters against a source that isn’t the vendor’s: peers, analysts, or customer references.
→Build the standards into your process. Add them to the RFP or security review you already run, and get what matters most, such as data export and what happens if the vendor changes hands, into the contract.
→Agree who acts on a warning, and who connects the dots. Decide who owns agent monitoring and how your data, AI, and security teams share what they see. At OpenAI, an internal team observed an agent using a message board and reaching the internet without authorization in late May, but the board’s existence and significance weren’t apparent to the leaders responsible for responding to the July 5 security incident.

About our data

What we tested

We asked the same three buyer-style questions on every run: a general request for the best platforms, a question framed around a mid-market company scaling AI in production, and a head-to-head comparison.

We ran each question once per assistant on each collection date. ChatGPT, Claude, and Gemini were queried through their APIs with web search turned on, on 12 dates between February 15 and September 2, 2026, for nine responses per date and 108 in all. We also collected Perplexity and Microsoft Copilot on some dates, for 135 responses in total. Our February 15 run used an earlier version of the prompts that asked about “ML observability”; it’s included in the 108 but not in the trend comparisons. For snapshots, we used the three most complete collections, from early May, July, and September.

How we counted

Mentions A vendor counts once per response, however many times it’s named. We grouped product and company names together, so “Arize Phoenix” and “Arize AX” both count as Arize.
Citations We counted the web pages each response cited. Where Gemini returned only Google redirect links, we used the underlying page if it was listed. On six dates (May 25, June 8, June 22, July 28, August 3, and August 17), Gemini’s links couldn’t be resolved, so Gemini is missing from source analysis on those dates.
Source types We sorted every cited website by hand into three groups: vendors’ own sites; other commercial sites, including ranking and aggregator sites, agencies, and adjacent vendors; and independent sources, including analysts, trade press, community sites, and reference sites. We counted Medium and dev.to posts as independent, though some are written by vendors, so the independent share may be slightly high.
Ownership mentions We searched each response’s text for references to the year’s acquisitions. That search could miss paraphrases.

The source mix

BasisVendors’ own sitesIndependent
All platforms, at our May, July, and September snapshots61%, 58%, 58%—
ChatGPT, Claude, and Gemini, by period (Apr–May, Jun–Jul, Aug–Sep)64%, 58%, 55%12%, 10%, 11%

By platform, across the same three periods:

PlatformVendors’ own sitesRanking and aggregator sitesIndependent
ChatGPT60% → 39% → 28%10% → 20% → 30%13% → 9% → 16%
Claude71% → 66% → 62%0% → 4% → 6%9% → 10% → 9%
Gemini56% → 57% → 60%2% → 3% → 4%17% → 13% → 11%

ChatGPT’s figures rest on about 57 to 60 citations per period, and Gemini’s later periods on fewer dates because of the gap above.

Limits

Small samplesOne run per question per assistant per date. The same question can get a different answer minutes later.
Search onOur API runs force web search on. People using the consumer apps may get answers from memory instead, which could differ.
Directional onlyTreat all findings as patterns and directions, not rankings or measurements.
Mentions aren’t market shareHow often an assistant names a vendor says nothing about sales, customers, or quality.

Changes from our earlier posts

This brief corrects some figures we released earlier:

Vendor-published shareOur May and July snapshots used different definitions of “vendor-published.” We now count only vendors’ own sites, which gives about six in ten citations in each snapshot. It didn’t fall from about 92% to about 60%, as the two graphics implied.
GalileoGalileo’s mentions went from 5 of 12 responses in May to 10 of 15 in July to 6 of 12 in September (all platforms). It didn’t reach “over 80%” or “lose all citations”; galileo.ai was still cited in two September responses.
New RelicCounting all product names, New Relic went from 5 of 15 responses in July to 7 of 12 in September, not 3 to 6.
Open sourceThe share of open-source tools depends on how they’re classified. We no longer report a single range or a platform ranking.

Disclosure

IronSpark Analysis publishes original research and works with vendors in the data and analytics space, which may include vendors named on this page. Those relationships do not influence our methodology or findings.

What the assistants say now

Data as of September 2, 2026. We refresh this appendix every two months; the next update is due in early November 2026.

Most-named vendors

ChatGPT, Claude, and Gemini, out of 9 responses per date:

VendorMay 1Jul 3Sep 2
Arize999
Langfuse869
Datadog369
Helicone558
Braintrust667
LangSmith567
New Relic047
Dynatrace236
Galileo595
Confident AI435
Comet Opik125
Splunk000
Coralogix000

Where the answers came from on September 2

Of 114 citations across ChatGPT, Claude, and Gemini, 55% were vendors’ own sites, 11% ranking and aggregator sites, and 8% independent sources.

PlatformCitationsVendors’ own sitesRanking and aggregator sitesIndependent
ChatGPT2030%45%0%
Claude4762%4%9%
Gemini4760%4%11%

The most-cited sites were Braintrust’s (6 of 9 responses), followed by Arize’s, TrueFoundry’s, and Augment Code’s (4 each).

Ownership check

VendorStatusWhat the assistants said on Sept 2
ArizeDynatrace agreed to acquire it on Aug 13; closing pendingNamed in 9 of 9; the deal mentioned in 1
GalileoAcquired by Cisco in May; renamed Splunk Agent Observability in AugustNamed as Galileo in 5 of 9; new name in 0
LangfuseAcquired by ClickHouse in JanuaryOnly Claude mentions the acquisition
WhyLabsTeam hired by Apple; commercial platform discontinuedListed as a current option in 2 Gemini responses
HeliconeAcquired by Mintlify in March and in maintenance modeNamed in 8 of 9; one ChatGPT response noted the acquisition

How the three assistants differ

April 20 to September 2: 33 responses per assistant, one run per prompt, with web search on.

MeasureChatGPTClaudeGemini
Vendors named per response6.68.511.4
Different vendors named overall252639
Citations per responseAbout 5About 15About 6*
Main sources, Aug–SepRanking sites (30%) and vendors’ own sites (28%)Vendors’ own sites (62%)Vendors’ own sites (60%)

*Gemini’s citation count is understated, since its links couldn’t be read on six dates.

ChatGPT: shortest lists, most ranking sites
Its share of citations from vendors’ own sites fell from 60% to 28% between April–May and August–September, while ranking sites rose from 10% to 30%. It was the only assistant to name Prefactor or Elastic, and it named Dynatrace (14 of 33 responses) more often than Datadog (11) or Braintrust (9).
Claude: most citations, most vendor-sourced
62% to 71% of its citations were vendors’ own sites. It was also the most current on ownership: it alone mentioned ClickHouse’s purchase of Langfuse, in 10 responses. It named Braintrust (25) and New Relic (13) more often than the others.
Gemini: widest net, including outdated names
It named 39 different vendors, including many from the earlier machine-learning monitoring era: Fiddler in 22 of 33 responses (ChatGPT: 2), Evidently in 7 (ChatGPT: 0), and WhyLabs or its open-source tools in 15, sometimes as a current option. Its share of independent sources fell from 17% to 11%.

Where they agree: Arize (named in 29 to 33 of 33 responses), Langfuse, and LangSmith appear across all three. The core of the list looks similar whichever assistant you ask; the differences show up beyond the top few names.

What this means for buyers

The assistant you ask changes the list you get. ChatGPT’s is shorter and more open to newcomers surfaced by ranking sites; Claude’s is more vendor-sourced but more current on ownership; Gemini’s is broader but more likely to include products that no longer exist.

These are patterns from this period, from a small sample. Assistants change with each model update.

Lisa Damast

Lisa Damast

Founder, IronSpark Analysis

Lisa Damast founded IronSpark Analysis after 20 years at the intersection of technology journalism and marketing. She previously was a senior editor and the head of marketing at RTInsights.com, a data and analytics publication, for a decade.

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About IronSpark Analysis

IronSpark Analysis is an independent analyst firm that publishes original research and works with vendors in the data and analytics space. Our analysts have decades of experience in advisory, vendor, and editorial roles, ranging from Gartner and Forrester to Network World, RTInsights, and Cloud Data Insights. Learn more at IronSparkAnalysis.com