The next AI infrastructure crisis may come from unmanaged inference capacity. For the past several years, the AI infrastructure conversation centered on one question: how do we get more compute? That made sense. Enterprises needed GPUs, cloud capacity, foundation models and room to experiment. Compute became shorthand for AI readiness. Production AI changes the operating discussion . Utilization, routing, latency, throughput, cost control, policy, privacy and governance now need to be managed to