Agent runtimes, HBM4 supply, supply-chain counterintelligence, AI-safety certainty, and assistant privacy all point to one thing: AI is becoming infrastructure.
AI agents become lab equipment, medical robotics enters ordinary workflow, inference markets look for spare compute, AMD serving gets more tunable, and npm publishing grows safer.
Today's stack is obsessed with boundaries: which agents can use which tools, which officers can query which cameras, which packages are allowed to touch enterprise secrets, which models can reason when the answer cannot…
