TOPIC: ALBANIA
Latest developments in the AI landscape: Consolidation, implementation and governance
22nd November 2025Artificial intelligence is moving through another moment of consolidation and capability gain. New ways to connect models to everyday tools now sit alongside aggressive platform plays from the largest providers, a steady cadence of model upgrades, and a more defined conversation about risk and regulation. For companies trying to turn all this into practical value, the story is becoming less about chasing the latest benchmark and more about choosing a platform, building the right connective tissue, and governing data use with care. The coming year looks set to reward those who simplify the user experience, embed AI directly into work and adopt proportionate controls rather than blanket bans.
I. Market Structure and Competitive Dynamics
Platform Consolidation and Lock-In
Enterprise AI appears to be settling into a two-platform market. Analysts describe a landscape defined more by integration and distribution than raw model capability, evoking the cloud computing wars. On one side sit Microsoft and OpenAI, on the other Google and Gemini. Recent signals include the pricing of Gemini 3 Pro at around two dollars per million tokens, which undercuts much of the market, Alphabet's share price strength, and large enterprise deals for Gemini integrated with Google's wider software suite. Google is also promoting Antigravity, an agent-first development environment with browser control, asynchronous execution and multi-agent support, an attempt to replicate the pull of VS Code within an AI-native toolchain.
The implication for buyers is higher switching costs over time. Few expect true multi-cloud parity for AI, and regional splits will remain. Guidance from industry commentators is to prioritise integration across the existing estate rather than incremental model wins, since platform choices now look like decade-long commitments. Events lined up for next year are already pointing to that platform view.
Enterprise Infrastructure Alignment
A wider shift in software development is also taking shape. Forecasts for 2026 emphasise parallel, multi-agent systems where a planning agent orchestrates a set of execution agents, and harnesses tune themselves as they learn from context. There is growing adoption of a mix-of-models approach in which expensive frontier models handle planning, and cheaper models do the bulk of execution, bringing near-frontier quality for less money and with lower latency. Team structures are changing as a result, with more value placed on people who combine product sense with engineering craft and less on narrow specialisms.
ServiceNow and Microsoft have announced a partnership to coordinate AI agents across organisations with tighter oversight and governance, an attempt to avoid the sprawl that plagued earlier automation waves. Nvidia has previewed Apollo, a set of open AI physics models intended to bring real-time fidelity to simulations used in science and industry. Albania has appointed an AI minister, which has kicked off debate about how governments should manage and oversee their own AI use. CIOs are being urged to lead on agentic AI as systems become capable of automating end-to-end workflows rather than single steps.
New companies and partnerships signal where capital and talent are heading. Jeff Bezos has returned to co-lead Project Prometheus, a start-up with $6.2 billion raised and a team of about one hundred hires from major labs, focused on AI for engineering and manufacturing in the physical world, an aim that aligns with Blue Origin interests. Vik Bajaj is named as co-CEO.
Deals underline platform consolidation. Microsoft and Nvidia are investing up to $5 billion and $10 billion respectively (totalling $15 billion) in Anthropic, whilst Anthropic has committed $30 billion in Azure capacity purchases with plans to co-design chips with Nvidia.
Commercial Model Evolution
Events and product launches continue at pace. xAI has released Grok 4.1 with an emphasis on creativity and emotional intelligence while cutting hallucinations. On the tooling front, tutorials explain how ChatGPT's desktop app can record meetings for later summarisation. In a separate interview, DeepMind's Demis Hassabis set out how Gemini 3 edges out competitors in many reasoning and multimodal benchmarks, slightly trails Claude Sonnet 4.5 in coding, and is being positioned for foundations in healthcare and education though not as a medical-grade system. Google is encouraging developers towards Antigravity for agentic workflows.
Industry leaders are also sketching commercial models that assume more agentic behaviour, with Microsoft's Satya Nadella promising a "positive-sum" vision for AI while hinting at per-agent pricing and wider access to OpenAI IP under Microsoft's arrangements.
II. Technical Implementation and Capability
Practical Connectivity Over Capability
A growing number of organisations are starting with connectors that allow a model to read and write across systems such as Gmail, Notion, calendars, CRMs, and Slack. Delivered via the Model Context Protocol, these links pull the relevant context into a single chat, so users spend less time switching windows and more time deciding what to do. Typical gains are in hours saved each week, lower error rates, and quicker responses. With a few prompts, an assistant can draft executive email summaries, populate a Notion database with leads from scattered sources, or propose CRM follow-ups while showing its working.
The cleanest path is phased: enable one connector using OAuth, trial it in read-only mode, then add simple routines for briefs, meeting preparation or weekly reports before switching on write access with a "show changes before saving" step. Enterprise controls matter here. Connectors inherit user permissions via OAuth 2.0, process data in memory, and vendors point to SOC 2, GDPR and CCPA compliance alongside allow and block lists, policy management, and audit logs. Many governance teams prefer to begin read-only and require approvals for writes.
There are limits to note, including API rate caps, sync delays, context window constraints and timeouts for long workflows. They are poor fits for classified data, considerable bulk operations or transactions that cannot tolerate latency. Some industry observers regard Claude's current MCP implementation, particularly on desktop, as the most capable of the group. Playbooks for a 30-day rollout are beginning to circulate, as are practitioner workshops introducing go-to-market teams to these patterns.
Agentic Orchestration Entering Production
Practical comparisons suggest the surrounding tooling can matter more than the raw model for building production-ready software. One report set a 15-point specification across several environments and found that Claude Code produced all features end-to-end. The same spec built with Gemini 3 inside Antigravity delivered two thirds of the features, while Sonnet 4.5 in Antigravity delivered a little more than half, with omissions around batching, progress indicators and robust error handling.
Security remains a live issue. One newsletter reports that Anthropic said state-backed Chinese hackers misused Claude to autonomously support a large cyberattack, which has intensified calls for governance. The background hum continues, from a jump in voice AI adoption to a German ruling on lyric copyright involving OpenAI, new video guidance steps in Gemini, and an experimental "world model" called Marble. Tools such as Yorph are receiving attention for building agentic data pipelines as teams look to productionise these patterns.
Tooling Maturity Defining Outcomes
In engineering practice, Google's Code Wiki brings code-aware documentation that stays in sync with repositories using Gemini, supported by diagrams and interactive chat. GitLab's latest survey suggests AI increases code creation but also pushes up demand for skilled engineers alongside compliance and human oversight. In operations, Chronosphere has added AI remediation guidance to cut observability noise and speed root-cause analysis while performance testing is shifting towards predictive, continuous assurance rather than episodic tests.
Vertical Capability Gains
While the platform picture firms up, model and product updates continue at pace. Google has drawn attention with a striking upgrade to image generation, based on Gemini 3. The system produces 4K outputs with crisp text across multiple languages and fonts, can use up to 14 reference images, preserves identity, and taps Google Search to ground data for accurate infographics.
Separately, OpenAI has broadened ChatGPT Group Chats to as many as 20 people across all pricing tiers, with privacy protections that keep group content out of a user's personal memory. Consumer advocates have used the moment to call out the risks of AI toys, citing safety, privacy and developmental concerns, even as news continues to flow from research and product teams, from the release of OLMo 3 to mobile features from Perplexity and a partnership between Stability and Warner Music Group.
Anthropic has answered with Claude Opus 4.5, which it says is the first model to break the 80 percent mark on SWE-Bench Verified while improving tool use and reasoning. Opus 4.5 is designed to orchestrate its smaller Haiku models and arrives with a price cut of roughly two thirds compared to the 4.1 release. Product changes include unlimited chat length, a Claude Code desktop app, and integrations that reach across Chrome and Excel.
OpenAI's additions have a more consumer flavour, with a Shopping Research feature in ChatGPT that produces personalised product guidance using a GPT-5 mini variant and plans for an Instant Checkout flow. In government, a new US executive order has launched the "Genesis Mission" under the Department of Energy, aiming to fuse AI capabilities across 17 national labs for advances in fields such as biotechnology and energy.
Coding tools are evolving too. OpenAI has previewed GPT-5.1-Codex-Max, which supports long-running sessions by compacting conversational history to preserve context while reducing overhead. The company reports 30 percent fewer tokens and faster performance over sessions that can run for more than a day. The tool is already available in the Codex CLI and IDE, with an API promised.
Infrastructure news out of the Middle East points to large-scale investment, with Saudi HUMAIN announcing data centre plans including xAI's first international facility alongside chips from Nvidia and AWS, and a nationwide rollout of Grok. In computer vision, Meta has released SAM 3 and SAM 3D as open-source projects, extending segmentation and enabling single-photo 3D reconstruction, while other product rollouts continue from GPT-5.1 Pro availability to fresh funding for audio generation and a marketing tie-up between Adobe and Semrush.
On the image side, observers have noted syntax-aware code and text generation alongside moderation that appears looser than some rivals. A playful "refrigerator magnet" prompt reportedly revealed a portion of the system prompt, a reminder that prompt injection is not just a developer concern.
Video is another area where capabilities are translating into business impact. Sora 2 can generate cinematic, multi-shot videos with consistent characters from text or images, which lets teams accelerate marketing content, broaden A/B testing and cut the need for studios on many projects. Access paths now span web, mobile, desktop apps and an API, and the market has already produced third-party platforms that promise exports without watermarks.
Teams experimenting with Sora are being advised to measure success by outcomes such as conversion rates, lower support loads or improved lead quality rather than just aesthetic fidelity. Implementation advice favours clear intent, structured prompts and iterative variation, with more advanced workflows assembling multi-shot storyboards, using match cuts to maintain rhythm, controlling lighting for continuity and anchoring character consistency across scenes.
III. Governance, Risk and Regulation
Governance as a Product Requirement
Amid all this activity, data risk has become a central theme for AI leaders. One governance specialist has consolidated common problem patterns into the PROTECT framework, which offers a way to map and mitigate the most material risks.
The first concern is the use of public AI tools for work content, which raises the chance of leakage or unwanted training on proprietary data. The recommended answer combines user guidance, approved internal alternatives, and technical or legal controls such as data scanning and blocking.
A second pressure point is rogue internal projects that bypass review, create compliance blind spots and build up technical debt. Proportionate oversight is key, calibrated to data sensitivity and paired with streamlined governance, so teams are not incentivised to route around it.
Third-party vendors can be opportunistic with data, so due diligence and contractual clauses need to prevent cross-customer training and make expectations clear with templates and guidance.
Technical attacks are another strand, from prompt injection to data exfiltration or the misuse of agents. Layered defences help here, including input validation, prompt sanitisation, output filtering, monitoring, red-teaming, and strict limits on access and privilege.
Embedded assistants and meeting bots come with permission risks when they operate over shared drives and channels, and agentic systems can amplify exposure if left unchecked, so the advice is to enforce least-privilege access, start on low-risk data, and keep robust audit trails.
Compliance risks span privacy laws such as GDPR with their demands for a lawful basis, IP and copyright constraints, contractual obligations, and the AI Act's emphasis on data quality. Legal and compliance checks need to be embedded at data sourcing, model training and deployment, backed by targeted training.
Finally, cross-border restrictions matter. Transfers should be mapped across systems and sub-processors, with checks for Data Privacy Framework certification, standard contractual clauses where needed, and transfer impact assessments that take account of both GDPR and newer rules such as the US Bulk Data Transfer Rule.
Regulatory Pragmatism
Regulators are not standing still, either. In the European Commission has proposed amendments to the AI Act through a Digital Omnibus package as the trilogue process rolls on. Six changes are in focus:
- High-risk timelines would be tied to the approval of standards, with a backstop of December 2027 for Annex III systems and August 2028 for Annex I products if delays continue, though the original August 2026 date still holds otherwise.
- Transparency rules on AI-detectable outputs under Article 50(2) would be delayed to February 2027 for systems placed on the market before August 2026, with no delay for newer systems.
- The plan removes the need to register Annex III systems in the public database where providers have documented under Article 6(3) that a system is not high risk.
- AI literacy would shift from a mandatory organisation-wide requirement to encouragement, except where oversight of high-risk systems demands it.
- There is also a move to centralise supervision by the AI Office for systems built on general-purpose models by the same provider, and for huge online platforms and search engines, which is intended to reduce fragmentation across member states.
- Finally, proportionality measures would define Small Mid-Cap companies and extend simplified obligations and penalty caps that currently apply to SMEs.
If adopted, the package would grant more time and reduce administrative load in some areas, at the expense of certainty and public transparency.
IV. Strategic Implications
The picture that emerges is one of pragmatic integration. Connectors make it feasible to keep work inside a single chat while drawing on the systems people already use. Platform choices are converging, so it makes sense to optimise for the suite that fits the current stack and to plan for switching costs that accumulate over time.
Agentic orchestration is moving from slides to code, but teams will get further by focusing on reliable tooling, clear governance and value measures that match business goals. Regulation is edging towards more flexible timelines and centralised oversight in places, which may lower administrative load without removing the need for discipline.
The sensible posture is measured experimentation: start with read-only access to lower-risk data, design routines that remove drudgery, introduce write operations with approvals, and monitor what is actually changing. The tools are improving quickly, yet the organisations that benefit most will be those that match innovation with proportionate controls and make thoughtful choices now that will hold their shape for the decade ahead.
AI infrastructure under pressure: Outages, power demands and the race for resilience
1st November 2025The past few weeks brought a clear message from across the AI landscape: adoption is racing ahead, while the underlying infrastructure is working hard to keep up. A pair of major cloud outages in October offered a stark stress test, exposing just how deeply AI has become woven into daily services.
At the same time, there were significant shifts in hardware strategy, a wave of new tools for developers and creators and a changing playbook for how information is found online. There is progress on resilience and efficiency, yet the system is still bending under demand. Understanding where it held, where it creaked and where it is being reinforced sets the scene for what comes next.
Infrastructure Stress and Outages
The outages dominated early discussion. An AWS incident that lasted around 15 hours and disrupted more than a thousand services was followed nine days later by a global Azure failure. Each cascaded across systems that depend on them, illustrating how AI now amplifies the consequences of platform problems.
This was less about a single point of failure and more about the growing blast radius when connected services falter. The effect on productivity was visible too: a separate 10-hour ChatGPT downtime showed how fast outages of core AI tools now translate into lost work time.
Power Demand and Grid Strain
Behind the headlines sits a larger story about electricity, grids and planning. Data centres accounted for roughly 4% of US electricity use in 2024, about 183 TWh and the International Energy Agency projects around 945 TWh by 2030, with AI as a principal driver.
The averages conceal stark local effects. Wholesale prices near dense clusters have spiked by as much as 267% at times, household bills are rising by about $16–$18 per month in affected areas and capacity prices in the PJM market jumped from $28.92 per megawatt to $329.17. The US grid faces an upgrade bill of about $720 billion by 2030, yet permitting and build timelines are long, creating a bottleneck just as demand accelerates.
Technical Grid Issues
Technical realities on the grid add another layer of challenge. Fast load swings from AI clusters, harmonic distortions and degraded power quality are no longer theoretical concerns. A Virginia incident in which 60 data centres disconnected simultaneously did not trigger a collapse but did reveal the fragility introduced by concentrated high-performance compute.
Security and New Failure Modes
Security risks are evolving in parallel. Agentic systems that can plan, reason and call tools open new failure modes. AI-enabled spear phishing appears to be 350% more effective than traditional attempts and could be 50 times more profitable, a worrying backdrop when outages already have a clear link to lost productivity.
Security considerations now reach into the tools people use to access AI as well. New AI browsers attract attention, and with that comes scrutiny. OpenAI's Atlas and Perplexity's Comet launched with promising features, yet researchers flagged critical issues.
Comet is vulnerable to "CometJacking", a malicious URL hijack that enables data theft, while Atlas suffered a cross-site request forgery weakness that allowed persistent code injection into ChatGPT memory. Both products have been noted for assertive data collection.
Caution and good hygiene are prudent until the fixes and policies settle. It is a reminder that the convenience of integrating models directly into browsing comes with a new attack surface.
Efficiency and Mitigation Strategies
Industry responses are gathering pace. Efficiency remains the first lever. Hyperscalers now report power usage effectiveness around 1.08 to 1.09, compared with more typical figures of 1.5 to 1.6. Direct chip cooling can cut energy needs by up to 40%.
Grid-interactive operations and more work at the edge offer ways to smooth demand and reduce concentration risk, while new power partnerships hint at longer-term change. Microsoft's agreement with Constellation on nuclear power is one example of how compute providers are thinking beyond incremental efficiency gains.
An emerging pattern is becoming visible through these efforts. Proactive regional planning and rapid efficiency improvements could allow computational output to grow by an order of magnitude, while power use merely doubles. More distributed architectures are being explored to reduce the hazard of over-concentration.
A realistic outlook sets data centres at around 3% of global electricity use by 2030, which is notable but still smaller than anticipated growth from electric vehicles or air conditioning. If the $720 billion in grid investment materialises, it could add around 120 GW of capacity by 2030, as much as half of which would be absorbed by data centres. The resilience gap is real, but it appears to be narrowing, provided the sector moves quickly to apply lessons from each failure.
Regional and Policy Responses
Regional policies are starting to encourage resilience too. Oregon's POWER Act asks operators to contribute to grid robustness, Singapore's tight focus on efficiency has delivered around a 30% power reduction even as capacity expands and a moratorium in Dublin has pushed growth into more distributed build-outs. On the U.S. federal government side, the Department of Homeland Security updated frameworks after a 2024 watchdog warning, with AI risk programmes now in place for 15 of the 16 critical infrastructure sectors.
Hardware Competition and Strategy
Competition is sharpening. Anthropic deepened its partnership with Google Cloud to train on TPUs, a move that challenges Nvidia's dominance and signals a broader rebalancing in AI hardware. Nvidia's chief executive has acknowledged TPUs as robust competition.
Another fresh entry came from Extropic, which unveiled thermodynamic sampling units, a probabilistic chip design that claims up to 10,000-fold lower energy use than GPUs for AI workloads. Development kits are shipping and a Z-1 chip is planned for next year, yet as with any radical architecture, proof at scale will take time.
Nvidia, meanwhile, presented an ambitious outlook, targeting $500 billion in chip revenue by 2026 through its Blackwell and Rubin lines. The US Department of Energy plans seven supercomputers comprising more than 100,000 Blackwell GPUs and the company announced partnerships spanning pharmaceuticals, industrials and consumer platforms.
A $1 billion investment in Nokia hints at the importance of AI-centric networks. New open-source models and datasets accompanied the announcements, and the company's share price surged to a record.
Corporate Restructuring
Corporate strategy and hardware choices also entered a new phase. OpenAI completed its restructuring into a public benefit corporation, with a rebranded OpenAI Foundation holding around $130 billion in equity and allocating $25 billion to health and AI resilience. Microsoft's stake now sits at about 27% and is worth roughly $135 billion, with technology rights retained through 2032. Both parties have scope to work with other partners. OpenAI committed around $250 billion to Azure yet retains the ability to use other compute providers. An independent panel will verify claims of artificial general intelligence, an unusual governance step that will be watched closely.
Search and Discovery Evolution
Away from infrastructure, the way audiences find and trust information is shifting. Search is moving from the old aim of ranking for clicks to answer engine optimisation, where the goal is to be quoted by systems such as ChatGPT, Claude or Perplexity.
The numbers explain why. Google handled more than five trillion queries in 2024, while generative platforms now process around 37.5 million prompt-like searches per day. Google's AI Overviews, which surface summary answers above organic results, have reshaped click behaviour.
Independent analyses report top-ranking pages seeing click-through rates fall by roughly a third where Overviews appear, with some keywords faring worse, and a Pew study finds overall clicks on such results dropping from 15% to 8%. Zero-click searches rose from around 56% to 69% between May 2024 and May 2025.
Chegg's non-subscriber traffic fell by 49% in this period, part of an ongoing dispute with Google. Google counters that total engagement in covered queries has risen by about 10%. Whichever way that one reads the data, the direction is clear: visibility is less about rank position and more about being cited by a summarising engine.
In practice, that means structuring content, so a model can parse, trust and attribute it. Clear Q&A-style sections with direct answers, followed by context and cited evidence, help models extract usable statements. Schema markup for FAQs and how-to content improves machine readability.
Measuring success also changes. Traditional analytics rarely show when an LLM quotes a source, so teams are turning to tools that track citations in AI outputs and tying those to conversion quality, branded search volume and more in-depth engagement with pricing or documentation. It is not a replacement for SEO so much as a layer that reinforces it in an AI-first environment.
Developer Tools and Agentic Workflows
On the tools front, developers saw an acceleration in agent-centred workflows. Cursor launched its first in-house coding model, Composer, which aims for near-frontier quality while generating code around four times faster, often in under 30 seconds.
The broader Cursor 2.0 update added multi-agent capabilities, with as many as eight assistants able to work in parallel, alongside browsing, a test browser and voice controls. The direction of travel is away from single-shot completions and towards orchestration and review. Tutorials are following suit, demonstrating how to scaffold tasks such as a Next.js to-do application using planning files, parallel agent tasks and quick integration, with voice prompts in the loop.
Open-source and enterprise ecosystems continue to expand. GitHub introduced Agent HQ for coordinating coding agents, Google released Pomelli to generate marketing campaigns and IBM's Granite 4.0 Nano models brought larger on-device options in the 350 million to 1.5 billion parameter range.
FlowithOS reported strong scores on agentic web tasks, while Mozilla announced an open speech dataset initiative, and Kilo Code, Hailuo 2.3 and other projects broadened choice across coding and video. Grammarly rebranded as Superhuman, adding "Superhuman Go" agents to speed up writing tasks.
Creative Tools and Partnerships
Creative workflows are evolving quickly, too. Adobe used its MAX event to add AI assistants to Photoshop and Express, previewed an agent called Project Moonlight, and upgraded Firefly with conversational "Prompt to Edit" controls, custom image models and new video features including soundtracks and voiceovers. Partnerships mean Gemini, Veo and Imagen will sit inside Adobe tools, and Premiere's editing capabilities now extend to YouTube Shorts.
Figma acquired Weavy and rebranded it as Figma Weave for richer creative collaboration, and Canva unveiled its own foundation "Design Model" alongside a Creative Operating System meant to produce fully editable, AI-generated designs. New Canva features take in a revised video suite, forms, data connectors, email design, a 3D generator and an ad creation and performance tool called Grow, while Affinity is relaunching as a free, integrated professional app. Other entrants are trying to blend model strengths: one agent was trailed with Sora 2 clip stitching, Veo 3.1 visuals and multimodel blending for faster design output.
Music rights and AI found a new footing. Universal Music Group settled a lawsuit with Udio, the AI music generator, and the two will form a joint venture to launch a licensed platform in 2026. Artists who opt in will be paid both for training models on their catalogues and for remixes. Udio disabled song downloads following the deal, which annoyed some users, and UMG also announced a "responsible AI" alliance with Stability AI to build tools for artists. These arrangements suggest a path towards sanctioned use of style and catalogue, with compensation built in from the start.
Research and Introspection
Research and science updates added depth. Anthropic reported that its Claude system shows limited introspection, detecting planted concepts only about 20% of the time, separating injected "thoughts" from text and modulating its internal focus. That highlights both the promise and limits of transparency techniques, and the potential for models to conceal or fail to surface certain internal states.
UC Berkeley researchers demonstrated an AI-driven load balancing algorithm with around 30% efficiency improvements, a result that could ripple through cloud performance. IBM ran quantum algorithms on AMD FPGAs, pointing to progress in hybrid quantum-classical systems.
OpenAI launched an AI-integrated web browser positioned as a challenger to incumbents, Perplexity released a natural-language patents search and OpenAI's Aardvark, a GPT-5-based security agent, entered private beta.
Anthropic opened a Tokyo office and signed a cooperation pact with Japan's AI Safety Institute. Tether released QVAC Genesis I, a large open STEM dataset of more than one million data points and a local workbench app aimed at making development more private and less dependent on big platforms.
Age Restrictions and Policy
Meanwhile, policy considerations are reaching consumer platforms. Character AI will restrict users under 18 from open-ended chatbot conversations from late November, replacing them with creative tools and adding behaviour-based age detection, a response to pressure and proposals such as the GUARD Act.
Takeaways
Put together, the picture is one of rapid interdependence and swift correction. The infrastructure is not breaking, but it is being stretched, and recent failures have usefully mapped the weak points. If the sector continues to learn quickly from its own missteps, the resilience gap will continue to narrow, and the next round of outages will be less disruptive than the last.
Investment is flowing into grids and cooling, policy is nudging towards resilience, and compute providers are hedging hardware bets by searching for efficiency and supply assurance. On the application layer, agents are becoming a primary interface for work, creative tools are converging around editability and control, and discovery is shifting towards being quoted by machines rather than clicked by humans.
Security lapses at the interface are a reminder that novelty often arrives before maturity. The most likely path from here is uneven but forward: data centre power may rise, yet efficiency and distribution can blunt the impact; answer engines may compress clicks, yet they can send higher intent visitors to clear, well-structured sources; hardware competition may fragment the stack, yet it can also reduce concentration risk.