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Kai-Fu Lee's brutal assessment: America is already losing the AI hardw
<p>China is on track to dominate consumer artificial intelligence applications and robotics manufacturing within years, but the United States will maintain its substantial lead in enterprise AI [...]
Agentic security: Enterprises enforce agent permissions two-thirds of the t
<p>Across 116 enterprises, agents are in production and so are the incidents: A majority have already had a confirmed agent security event or a near-miss. Two-thirds of enterprises enforce scope [...]
Agent context layers: Enterprises governing their AI data are catching twic
<p>Across 101 enterprises, the context feeding AI agents is failing often and repeatedly. Sixty-eight percent have traced a confident but wrong agent answer to missing or inconsistent business c [...]
Agentic orchestration: Enterprise AI organizations have a deployment proble
<p>Across 101 enterprises, agent orchestration is consolidating onto model-provider platforms — Anthropic’s Claude leads by a wide margin — chosen for the gravity of the underlying model a [...]
Infrastructure and compute: Enterprises are buying AI compute for speed whi
<p>Across 170 enterprises, AI infrastructure has moved decisively into production — two-thirds now run AI workloads live and three in 10 run them at scale — while the ability to account for [...]
The AI compute gap: Enterprises are buying infrastructure faster than they
<p>Across 107 enterprises, AI infrastructure spending is accelerating well ahead of the ability to see or steer its economics. Most organizations run their AI on a familiar base of hyperscalers [...]