Claude's Real Battle: Controlling AI Agent Infrastructure

The enterprise AI race is shifting from model performance to agent orchestration, where AI systems plan, use tools, access data, and run workflows. New VB Pulse survey data shows Microsoft and OpenAI currently leading this space, but Anthropic is gaining its first measurable foothold. Anthropics Claude faces a strategic fight over who controls the infrastructure layer where AI agents operate, not just which model performs best. This control plane determines how agents are managed, monitored, and held accountable to enterprise security teams.