01 / AGENTS
From answering questions to doing the work
AI agents are increasingly being used for multi-step tasks:
coding, research, analysis, document processing and workflow
automation. The important shift is from single interactions
toward delegated work that can run for minutes or hours.
AI → execution → measurable outcomes
02 / REASONING
Reasoning becomes a core capability
Frontier models are increasingly optimized for complex
reasoning, planning, mathematics, science and software
engineering rather than simply generating fluent text.
03 / MULTIMODAL
Text is no longer the interface
Models are expanding across images, audio, video and
interactive environments. AI systems are increasingly
expected to understand and operate across multiple types
of information.
04 / EFFICIENCY
Capability per dollar matters
As model performance rises, competition is increasingly
shaped by inference efficiency, latency, reliability and
the cost of completing useful work — not benchmarks alone.
performance × efficiency × reliability
05 / ENTERPRISE
AI becomes an operating layer
Organizations are moving from experimental chatbots toward
AI embedded in production workflows, connected to internal
data, software tools and business processes.
06 / INFRASTRUCTURE
Compute is becoming strategic
Rapid growth in model usage is driving continued expansion
of data centers, accelerators, networking and energy
infrastructure. AI progress increasingly depends on the
physical systems behind the models.