Part 7/11:
Recent industry data highlights the scale of this competition. Nvidia's billion-dollar investments, Google's quadrillion tokens processed monthly, and OpenAI’s rapid revenue growth all point toward an epochal transition—where AI companies must scale exponentially faster than Moore’s Law to keep up with demand.
This environment creates a landscape where multiple large players are building bespoke hardware to capture different niches of AI processing, from training to inference, all while battling for dominance in a technology that many liken to the oil industry of the past century.