Part 7/11:
While some believe that AI infrastructure will be a "winner-takes-all" domain, similar to early cloud services like AWS, others argue the field may eventually resemble a diverse ecosystem with multiple major players coexisting. Companies like Meta and Microsoft, with their huge hyperscale data centers and investments, exemplify this perspective.
The core debate: Is building the largest AI data centers the ultimate goal, or is it more strategic to develop niche, highly optimized models tailored for specific applications? For instance, Tesla’s FSD (Full Self-Driving) offers a different strategic value—an AI-powered product with direct consumer impact—potentially making it a "winner-takes-most" market scenario even without having the biggest data center.