Capital that once chased model training is shifting toward inference, power, and the unglamorous plumbing that keeps deployed systems running.
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Oak Ridge National Laboratory via Wikimedia Commons · CC BY 2.0Legal and procurement teams are converging on a common set of demands: usage transparency, model-change notice, and indemnification that actually means something.
Reconciliation, claims processing, and vendor onboarding are becoming the proving ground for agentic software, far from the consumer spotlight.
The frontier labs are converging on a similar commercial shape: consumption pricing at the bottom, committed contracts at the top, and services in between.
Features that were uneconomical a year ago are becoming defaults, and product teams are redrawing the line between what runs always and what runs on demand.
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