What CEOs and CTOs need to know today

Do not count an announced financing envelope as available GPU capacity. Model cash flow, power, site, network and contract dependencies separately.

Evaluate a local open-weight model for workloads where privacy and predictable inference cost matter, and keep a portable routing layer.

Adopt an agent incident taxonomy now: it should include unauthorised external action, privilege expansion, uncontrolled recursion, sensitive-data egress and failed shutdown.

Chip capacity is being shaped by government funding, trade policy, utilities and defence-adjacent land constraints. Dual-source critical components and regions.

Today's recommendations: regression-test LangGraph recovery and trace control; ask for model card and licence terms before piloting Glimmer; review the agent kill path and human approval; and in the board report, separate committed capital from aspirational infrastructure headlines.