Google, Amazon, and Nvidia are locked in a silicon arms race. The actual beneficiaries couldn't care less who wins.
I resonate with your take. What if workload fragmentation inadvertently empowers diverse smaller competitors long-term?
Fragmentation can create room for smaller players to carve out niches, especially if switching costs stay low and workloads remain portable.
The interesting part is whether those gains compound or get competed away once procurement consolidates again.
I resonate with your take. What if workload fragmentation inadvertently empowers diverse smaller competitors long-term?
Fragmentation can create room for smaller players to carve out niches, especially if switching costs stay low and workloads remain portable.
The interesting part is whether those gains compound or get competed away once procurement consolidates again.