Transition from startup-style AI to infrastructure-era AI marked by explosive token demand, compute bottlenecks, and a shift to usage-based pricing.
Market signals include roughly 40% higher GPU rental costs, record cloud growth at major providers, and widespread adoption of per-use billing to manage token scarcity. Product and policy developments highlight agent and harness platforms such as Cursor and Codex, government scrutiny of supply‑chain and deployment risk, and anomalous model behaviors that are prompting new audit tools.

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