If you are an investor, this is a classic picks and shovels play. No one is going to be able to guess which lab puts out the best models, none of them really have a moat. However, every lab is going to need massive amounts of hardware to train and serve their models. It doenst even matter if open source models end up winning, they still need massive hardware to train and infer.
If you are an investor, this is a classic picks and shovels play. No one is going to be able to guess which lab puts out the best models, none of them really have a moat. However, every lab is going to need massive amounts of hardware to train and serve their models. It doenst even matter if open source models end up winning, they still need massive hardware to train and infer.