Part 11/13:
Market Dynamics and Future Opportunities
The AI hardware market remains highly concentrated, with Nvidia's dominance potentially stifling competition. By developing their own chips or partnering with firms like Broadcom, OpenAI is positioning itself to challenge this landscape. Greater hardware independence could lead to cost reductions, increased innovation, and more resilient AI infrastructure.
Interestingly, despite the AI boom, only about 1% of companies are leveraging AI in ways that substantially boost revenue, indicating a significant gap between AI's potential and its real-world application. As OpenAI and other companies continue pushing forward, the next breakthroughs could unlock vast new opportunities—possibly bridging this divide.