Market Reports

The New Architecture of Enterprise AI

How Hitachi-Anthropic, ServiceNow-NVIDIA Partnerships, and Project Stargate Signal the Reshaping of Enterprise AI Infrastructure
22 May 2026
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by AIMG

This report explains how three landmark initiatives are reshaping the architecture of enterprise AI between 2026 and 2030.

  • It examines Hitachi’s partnership with Anthropic, showing how integrating Claude into Lumada 3.0 and HMAX creates a new Physical AI layer that automates mission‑critical infrastructure across energy, rail, and industrial systems, with a projected market exceeding 100 trillion yen by 2030.

  • It analyses ServiceNow–NVIDIA’s Project Arc, where governed autonomous agents, a tokenised Now Assist model, and the Action Fabric position ServiceNow as an “AI of AIs” control plane and shift monetisation from seats to consumption-based AI tokens.

  • It unpacks Project Stargate, a $500 billion, 10‑GW global AI infrastructure venture led by OpenAI, SoftBank/MGX, and Oracle, including its “Private Credit 2.0” financing structures, CPU‑heavy agentic workloads, and sovereign AI campuses in the UAE, Argentina, and Norway.

  • AIMG’s commentary ties these threads into a convergence thesis, arguing that Physical AI, agent orchestration, and mega‑scale infrastructure form a mutually reinforcing ecosystem, while highlighting key macro risks such as a potential capex‑revenue gap.

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