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The Great AI Consolidation: From Chips to Interfaces, the Moat Wars Begin

  • Nvidia reaches $4 trillion market valuation, showcasing AI infrastructure monopoly confirmation.
  • Meta invests $3.5 billion in EssilorLuxottica, shifting focus to hardware-software integration.
  • OpenAI challenges Google Chrome by launching AI-powered web browser for enhanced user experience.
  • Perplexity tests AI's pricing ceiling with $200 premium tier subscription plan.
  • OpenAI faces delay in open model release, risking developer ecosystem loss.

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