Platform incumbents don't sell AI; they absorb it. Microsoft bundles Copilot into E7 because 3% voluntary adoption is the market's verdict on standalone AI value. Nvidia expands into CPUs because agentic workloads are sequential and CPU-bound. Nvidia's 73% GPU margins face structural compression from inference efficiency. Three different tactics, same playbook: collect AI tax from infrastructure you already own, before someone else builds the on-ramp.