Part 14/14:
Simultaneously, advancements from Amazon, Google, and Microsoft reinforce the narrative that internalizing hardware capabilities is becoming paramount for maintaining competitive edge. As the industry moves forward, the key question remains: are these investments a bubble, or do they signify a genuine paradigm shift toward an AI-enabled infrastructure revolution? As Rune confided, the industry might not yet be emotionally prepared for the possibility that this isn’t a bubble—and that we are witnessing the foundational moment of a new industrial era in AI.