The State
of AI.

The infrastructure war is moving inside the enterprise perimeter

Today's dominant signal isn't model capability — it's distribution. OpenAI landing on AWS and Google launching inference-optimized TPUs on the same day reveals the same strategic bet: the next competitive moat isn't who has the best model, it's who runs closest to where enterprise data already lives. Builders should stop architecting as if external API calls are permanent — the winning pattern in 2026 is models that meet customers inside their existing cloud contracts, compliance boundaries, and IAM policies. Design your abstractions accordingly now, before your competitors do.