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Signals
◆Open-source AI models are becoming strategic infrastructure.◆AI agents are moving from chat interfaces into enterprise workflows.◆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.◆Seat-based software pricing is under structural pressure.◆Software engineering is the proving ground for every other kind of agentic work.◆Open-source AI models are becoming strategic infrastructure.◆AI agents are moving from chat interfaces into enterprise workflows.◆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.◆Seat-based software pricing is under structural pressure.◆Software engineering is the proving ground for every other kind of agentic work.
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Last updated 13 September 2026

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