Emerging narrative

The AI industry is undergoing a structural shift from model-centric competition to workflow-and-routing-layer control. Nvidia is consolidating hardware dominance through partnerships and new benchmarks (AgentPerf), while Anthropic uses Claude Code to capture the developer ecosystem. OpenRouter's explosive growth and the Samsung-Vera Rubin signal suggest a new 'routing layer war' is emerging, where inference orchestration becomes the battleground. The US government's shutdown order against Anthropic is a wildcard that may accelerate the shift toward compliant, enterprise-grade developer platforms.