TLDR Tech / IT
How the AI arms race moved from smart models to full-stack infrastructure
The AI “arms race” has shifted from competing mainly on model quality to competing across the full AI stack. Companies are moving to secure moats in multiple layers, like custom inference chips (OpenAI/Broadcom), AI-focused data center builds (Anthropic/FluidStack), supercomputer-driven infrastructure (xAI/Colossus), application UX moats (Cursor/Anysphere), and vertically integrated ecosystems (Google).
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