CES 2026 showcased AI as operational infrastructure—cognitive co-pilots, autonomous service robots, preventative health scanners—marking transition from feature to foundation.
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SoftBank trades consumer tech volatility for infrastructure permanence, owning AI’s physical foundations (land, power, connectivity) rather than competing models.
Enterprises face maturing cloud economics alongside unpredictable AI costs, shifting from unchecked growth to strategic spending discipline.
As AI infrastructure costs skyrocket, a few companies control the essential pillars—prompting regulators to examine gatekeeping without halting innovation.