The Context:
OpenAI launched GPT-5.4 and GPT-5.4 Pro, delivering major leaps in reasoning, coding, agentic capabilities, and a 1-million-token context window to power professional and enterprise workflows, while Perplexity unveiled its Personal Computer. A dedicated Mac mini running its Comet AI agent locally for persistent, privacy-focused task execution. Meanwhile, Nvidia's GTC 2026 (starting March 16) builds hype as the "Super Bowl of AI," with CEO Jensen Huang previewing a "five-layer" infrastructure stack emphasizing energy, compute, and applications; Big Tech capex surges toward $600B+ for AI buildout amid energy pledges and physical AI momentum in robotics; and tensions rise over military AI use, including U.S. agencies phasing out Anthropic's Claude models and Anthropic launching its Institute for societal/governance focus.
