Part 14/20:
The Role of Other Players: Entities like Meta, Google, and cloud providers are all vying for a slice of the AI infrastructure pie. Meta’s full-stack approach—hardware, models, recommendation algorithms—could position it as a primary consumer and user of AI, potentially owning the consumer interface.
Supply Chain Limitations and Risks: Hardware supply chains—especially for the most advanced chips and power infrastructure—are constrained by existing manufacturing, regulatory issues, and geopolitical risks. Companies navigate this landscape through strategic partnerships, insourcing, and innovative architectures like optical networking and novel power solutions.