AI Becomes Infrastructure: On-Device Agents, Platform Copilots, Drug Pipelines

AI Becomes Infrastructure: On-Device Agents, Platform Copilots, Drug Pipelines

Published Jan 4, 2026

Over 60% of developers now use AI tools — and in the last two weeks AI stopped being a novelty and started becoming infrastructure. Here’s what you need: who did what, when, and why it matters for your products and operations. Microsoft launched Phi‐4 (Phi‐4‐mini and Phi‐4‐multimodal) on 2024‐12‐18 for Azure and on‐device via ONNX/Windows AI Studio; Apple (2024‐12‐19) showed ways to run tens‐of‐billions‐parameter models on iPhones using flash and quantization; Meta updated Llama Guard 3 on 2024‐12‐20 for multimodal safety. Platform moves — GitHub Copilot Workspace (preview) 2024‐12‐16, Backstage adoption (12‐20), HashiCorp AI in Terraform (12‐19) — embed agents into developer stacks. Pharma deals (Absci/AZ 12‐17, Generate/Amgen 12‐19), market surveillance rollouts (Nasdaq, BIS), and quantum roadmaps all point to AI as core infrastructure. Short term: prioritize wiring models into your systems — data plumbing, evaluation, observability, and governance.