Industry Analysis
The security architecture of AI agents is shifting from application layers to infrastructure, with NVIDIA's OpenShell and AVO signaling a move toward runtime-level control over agent behavior. This evolution will redefine the integration demands for chips and models, especially for 3nm and below AI processors. Incidents involving OpenAI and Anthropic highlight governance gaps, pushing the industry to restructure layered security models. In the near term, compliance costs will rise sharply; in the medium term, security will become a decisive factor in AI agent commercialization. Vendors lacking secure execution environments (TEE) risk marginalization, as the race for trusted infrastructure intensifies.
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