AI Operating Systems Centralize Power

Major vendors are moving from models and cloud services to full 'AI operating systems' that host agents, toolchains, and data plumbing. That OS layer bundles compute, model runtimes, and integrations (e.g., Nvidia+Palantir), enabling vendor lock‑in and making platforms the default arbiter of which agentic AI capabilities are available. — This shift matters because OS‑level consolidation changes who controls critical AI infrastructure, shaping national security posture, market competition, and regulatory leverage over autonomous AI.