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The New Battleground: Who Owns the Stack Between Model and Enterprise

Intensifying competition for control of the implementation, deployment, and silicon layers that sit between frontier AI models and enterprise or sovereign end-users, as the bottleneck to AI value capture shifts from model capability to deployment infrastructure and supply chain control.

4 signals tracked

  1. Microsoft, Nvidia, and frontier labs all race to own adjacent layers

  2. OpenAI SDK sandboxing, Anthropic self-aligning AI, Adobe intent-driven editing

  3. OpenAI-Microsoft rupture, Anthropic's Washington pivot, and frontier parity signal

  4. Anthropic and OpenAI both launch agent infrastructure targeting enterprise automation budgets