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Enterprise AI Platform: Governance Is the New Moat
On August 6, 2026, Microsoft expanded its Zero Trust for AI strategy, adding an AI pillar to its Zero Trust Assessment and a DevSecOps pillar to its Zero Trust Workshop. This desk reads the move as proof that the competitive moat in enterprise AI is shifting from model performance to deployment governance, audit trails, and provenance, creating lock-in and pricing power for vendors that own the full estate.
The skinny
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