Part 9/11:
The notion that AI models can be made smarter, cheaper, and more accessible fuels a cycle of rapid adoption and further demand. As demand skyrockets, OpenAI’s infrastructure investments are poised to support their ambition of outputting groundbreaking AI applications at unprecedented scales.
The Broader Ecosystem and the Path Forward
The AI industry is at an inflection point, with dominant players investing heavily and collaborating across the supply chain. Google's development of custom silicon with Broadcom’s support illustrates a strategic edge that allows for independent innovation outside Nvidia's CUDA and ecosystem.