The largest AI builders are becoming the biggest buyers — and potential rivals — of chip suppliers such as Nvidia, marking a structural shift in the AI hardware market. This verticalization could pressure chip vendors' pricing power and market share, reshape supply chains, and raise competition/antitrust risks for the semiconductor ecosystem.
The largest AI builders are becoming the biggest buyers — and potential rivals — of chip suppliers such as Nvidia, marking a structural shift in the AI hardware market. This verticalization could pressure chip vendors' pricing power and market share, reshape supply chains, and raise competition/antitrust risks for the semiconductor ecosystem.
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