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The Inference Layer Is Becoming the New Platform Battleground

As training compute consolidates around a small number of suppliers, the inference layer — where commercial AI workloads actually run at scale — is emerging as the contested terrain for platform control, with incumbents, startups, and ecosystem orchestrators all pursuing distinct lock-in strategies.

2 signals tracked

  1. NVIDIA interconnect standardisation and ADI acquisition define competing control points

  2. Colossus repurposed, Cerebras valued at $67B, DRAM ETF hits $10B