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AI is no longer just about model intelligence. This week (Feb 9) confirmed something much bigger: AI has crossed into infrastructure territory. In this breakdown, I walk through the operational shift happening across the ecosystem — from capital formation to security architecture, energy constraints, enterprise deployment, and governance execution. What we cover: • Anthropic — $30B Series G at $380B valuation, $14B run-rate revenue, 500+ $1M+ customers, 8 of Fortune 10 using Claude. Publication of sabotage-risk modeling and structured enterprise agent deployment (Goldman Sachs accounting/onboarding workflows). • OpenAI — GPT-5.3 Codex Spark (1,000+ tokens/sec, 128k context, 80% latency reduction on Cerebras hardware), 800M weekly active users, 10%+ monthly growth, government deployment on GenAI.mil with data isolation guarantees, and tiered security controls (Lockdown Mode, Elevated Risk labels). • Google — Gemini 3 Deep Think benchmark performance (48.4% Humanity’s Last Exam, 84.6% ARC-AGI-2), 100,000+ coordinated prompt extraction attempt blocked, multi-agent architecture study showing centralized coordination reduces error amplification from 17.2x to 4.4x. • Infrastructure Signals — Samsung HBM4 production, compute-as-energy economics, and the capital intensity of frontier AI. • Economic Data — Bundesbank survey (7,000+ firms): GenAI adoption rising from 26% → 44% → projected 56%, but usage intensity still low. AI pricing shifting from SaaS seats to hybrid usage + compute models. • Regulation + Governance — 50 US states advancing deepfake laws, UN 40-member scientific AI panel (117–2 vote), US Department of Labor AI literacy framework, and federal engineering deployment capacity expansion. • Healthcare & Research — Reuters reporting on AI surgical device incident increases post-modification, Rwanda LLM clinical support study (94.9% condition identification vs 56.3% correct action), Nature Machine Intelligence evaluation of LLM empathy scoring reliability. • Competitive & Organizational Signals — Capital scale, restructuring, and efficiency mandates shaping frontier AI timelines. The pattern is consistent: AI progress is no longer measured only in benchmarks. It is measured in governance, enterprise revenue, energy logistics, security controls, and monetization discipline. Intelligence is table stakes. Infrastructure is the game. Subscribe for weekly, data-driven analysis tracking where capital, compute, and control are converging next. Key resources referenced in this video are linked below: Claude Sabotage report: https://www-cdn.anthropic.com/f21d93f... The AI pricing and monetization playbook: https://www.bvp.com/atlas/the-ai-pric... GPT-5.3-Codex-Spark: https://openai.com/index/introducing-... Upgrade to Gemini 3 Deep Think: https://blog.google/innovation-and-ai...