New VB Pulse data shows Microsoft and OpenAI leading enterprise agent orchestration, but Anthropic’s first measurable foothold points to a larger fight over who controls the infrastructure where AI agents run. For the last two years, the enterprise AI race has mostly been framed as a model war: OpenAI’s GPT series versus Anthropic’s Claude versus Google’s Gemini, with smaller and open-source alternatives also coming in from the U.S. and China. But the next strategic fight may not be over which model answers a prompt best.