Vertical Integration Is Turning AI Stacks Into A Competitive Moat
Vertical integration in AI infrastructure was supposed to be a transitional phase — a symptom of an immature market that would eventually commoditize the way cloud compute did. Four of Nvidia’s largest infrastructure partnerships this year argue the opposite. Safe Superintelligence, Nebius, IREN, and Meta have each locked into multi-year deals that bundle hardware, networking,…