Full-stack AI competition shifts from components to platforms
Global adoption of artificial intelligence has reshaped many landscapes over the past few years, including the competitive dynamics of the technology industry itself.
There was a time when the best semiconductor or cloud services model could dictate much of the market. That era has given way to a new paradigm in which the integration of silicon, software, networking and the developer ecosystem matters most. As theCUBE Research team recently noted, the basis of competition has shifted from individual components to complete platforms.
This shift will ultimately drive the economics of AI, with the AI factory occupying the center of enterprise infrastructure. What separates the winners from the losers will be their ability to deliver customer value from AI investments.
“We’re branching and diverging in a pretty active way,” said Ilya Tabakh (pictured), vice president of innovation at TensorWave Inc. “As folks introduce these new concepts of deep thinking or agentic or things that change the GPU to CPU balance, a lot of it is what are you trying to do? We can talk about tokens, but ultimately people are interested in value creation. At the end of the day, [if] I put a watt or a dollar or whatever in, am I getting the thing that I expected out? This is a new chapter there.”
