Shark Week: The Great AI Predator Map
TL;DR The enterprise AI market makes more sense as an architecture map than as a vendor ranking. Microsoft, Google, Salesforce, OpenAI, Anthropic, Meta, Mistral, NVIDIA, AMD, Intel, Dell, HPE, Cisco, Lenovo, Supermicro, Arista, and Broadcom are not competing inside isolated categories. They are competing for control points that span user workflows, model distribution, inference runtimes, … Read more