Emerging narrative

The AI industry is undergoing a fundamental shift from model-centric competition to agent workflow infrastructure wars. Anthropic's MCP/Claude Code ecosystem is becoming the coordination layer, forcing security consolidation (Cyera-Oasis), cloud provider alignment (hypothesized), and model specialization (DeepSeek agent models). NVIDIA is positioning as the compute backbone for this new layer through strategic partnerships with safety labs and RL scaling frameworks. The key battleground is no longer benchmark scores but who controls the agent workflow protocol.