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Signals
◆AI agents are moving from chat interfaces into enterprise workflows.◆Open-source AI models are becoming strategic infrastructure.◆Power availability may become a constraint on AI infrastructure.◆Physical AI is moving from laboratories into commercial environments.◆Every deployed agent is a new identity with credentials.◆Inference, not training, is becoming the dominant compute story.◆Software engineering is the proving ground for every other kind of agentic work.◆Seat-based software pricing is under structural pressure.◆AI agents are moving from chat interfaces into enterprise workflows.◆Open-source AI models are becoming strategic infrastructure.◆Power availability may become a constraint on AI infrastructure.◆Physical AI is moving from laboratories into commercial environments.◆Every deployed agent is a new identity with credentials.◆Inference, not training, is becoming the dominant compute story.◆Software engineering is the proving ground for every other kind of agentic work.◆Seat-based software pricing is under structural pressure.
Intelligence

Companies

Who is building what, and where they sit in the market. Launch profiles are editorially curated and labelled demo until verified against primary filings.

Anthropic

AI research & products · San Francisco, California, US

AI safety-focused frontier lab behind the Claude model family, with strong positioning in coding agents and enterprise deployment.

Figure AI

Humanoid robotics · California, US

Humanoid robotics company developing general-purpose robots for commercial and, eventually, domestic use.

NVIDIA

Semiconductors & AI computing · Santa Clara, California, US

The dominant supplier of accelerated computing for AI training and inference, and increasingly a platform company spanning chips, networking, software and robotics.

OpenAI

AI research & products · San Francisco, California, US

Frontier model developer behind ChatGPT, with a growing focus on agents, enterprise deployment and consumer scale.

Schneider Electric

Energy management & industrial automation · Rueil-Malmaison, France

Global provider of power distribution, cooling and automation systems, and a critical supplier to the AI data centre build-out.