Intra-structural competition in artificial intelligence

▤ Summary

This article examines the competitive structure of AI across multiple layers, from chipmakers to model builders, platform operators, and specialized application vendors. It highlights heavy investment by major players such as Nvidia, Amazon, Google, and Microsoft, and argues that AI is already changing labor demand and market friction. It also suggests that AI could reshape financial services, payments, and sector-specific software by reducing costs and enabling new digital gateways. The piece warns that future gains may be constrained by rising energy requirements and the risk of market concentration. Overall, it frames AI as a broad strategic force affecting software, infrastructure, and adjacent industries.

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