<ul data-eligibleForWebStory="false"><li>The AI industry in 2025 is experiencing a shift from a diverse ecosystem to a battle between vertically integrated giants.</li><li>This transformation, driven by high infrastructure costs and competitive pressures, is termed the 'Great Convergence.'</li><li>Companies in the AI space must expand across the entire value chain or risk extinction as the industry consolidates.</li><li>By 2030, the AI landscape is expected to be dominated by 3-4 large vertically integrated empires, with smaller players absorbed or confined to niche roles.</li></ul>

The AI Stack Wars

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