1 link tagged with all of: hyperscalers + hardware + full-stack + ai-arms-race + open-source
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The article tracks how AI competition has expanded from model performance to controlling hardware, data centers, models, and applications. It shows how major players—model-first labs, application startups, cloud providers, chip makers, and Google—are moving up and down the stack to protect margins and capture value.
ai-arms-race
full-stack
hardware
hyperscalers
open-source