AI & Enterprise
Context before models as agentic OS race intensifies
Competition is intensifying over platforms that optimise multiple AI models with internal corporate data so AI can better understand organisations and execute tasks. Enterprise software companies are treating such platforms, which help AI grasp corporate context and play an operating system role, as strategically important. Microsoft, Snowflake, Adobe and SAP have highlighted products and strategies focused on context layers, governance and services for AI agents, while interest also rises in PCs and chips running AI locally.