Are we witnessing the birth of a new orchestration economy? One where the control plane above the chips becomes as strategic as the GPUs themselves?
By “neutral,” I mean infrastructure-agnostic orchestration that works seamlessly across hyperscaler clouds, sovereign stacks, enterprise data centers, and edge, without lock-in to any single vendor or geography.
We can learn from history:
🔹 Virtualization → gave rise to VMware
🔹 Containerization → Kubernetes emerged
🔹 AI compute → the rise of a new neutral control plane