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The gap between AI leaders and laggards is not a technology gap — it is a compounding gap, and it widens with every quarter.
The enterprise AI stack has fragmented — and that's a feature, not a bug. Organizations winning with AI aren't standardizing on one provider; they're routing workloads across several.
Microsoft, Google, and Amazon have committed to nuclear power at a scale no government subsidy ever achieved. The AI power crisis is not abstract: it is rewriting energy economics.
Every major technology shift eventually produces a plumbing layer that nobody notices until it's everywhere. For AI agents, that layer has arrived.
