Condia Insider: Who’s winning the AI infrastructure race?
- SoftBank acquired Ampere Computing for $6.5 billion to strengthen its position in AI hardware.
- Microsoft is developing its own AI chips and securing long-term GPU supplies to reduce reliance on Nvidia.
- Nvidia remains the dominant player in AI hardware but faces competition from companies developing their own chips.
The shift in focus from AI models to infrastructure is a crucial development that could redefine the competitive landscape in technology. Companies that invest in and control the underlying hardware and infrastructure will likely dictate the future of AI advancements. This trend raises important questions about market dynamics and the potential for monopolistic behaviors in the AI sector.
