<ul><li>We are witnessing a shift from data centers to AI factories and from retrieval-based systems to reasoning-based models.</li><li>AI infrastructure development can be categorized into three horizons: generative AI as a service, private AI factories, and autonomous intelligence networks.</li><li>The evolution of AI infrastructure has strategic implications, requiring businesses to re-evaluate their fundamental assumptions and prepare for cognitive capabilities.</li><li>Leaders must observe signals and consider potential strategic futures, such as viewing AI infrastructure as a public utility or navigating agentic fragmentation.</li></ul>

The Dawn of Intelligence Infrastructure: What Comes After the Cloud Revolution?

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