Framing agentic AI as digital infrastructure does specific institutional work that a market directive cannot. The places agent deployment alongside roads and power grids in the state's planning architecture — meaning labs that fail to scale applications in designated sectors face regulatory exposure, not just competitive disadvantage. Zhipu AI's free-agent launch now reads as positioning for that framework before the framework arrived. The labs that have already seeded enterprise deployments will define which technical standards the ministries formalize.