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Agentic workflows move closer to "real work," while regulators and infra constraints quietly define what's feasible.
AI strategy
+6
Consolidation up top, constraints underneath: the week the AI stack started looking like industry.
AI Models
+7
Less model drama. More operating reality—agents, evals, sovereignty, cost, and the new security perimeter.
AI is no longer "just models." It's becoming an industrial stack: capital + compute supply chains + product economics + enterprise integrators + regulation as geopolitics. If your AI strategy still treats models as standalone products, you're planning for 2023.
+8
The agent layer is becoming a shared protocol. The hardware layer is becoming a compliance boundary. If your 2026 architecture assumes one without the other, you are planning for the wrong stack.