The edges of companies that make AI and those that make AI infrastructure are blurring as the industry coalesces into a handful of corporate mega-blobs linked by investments, partnerships and shared supply chains.
Why it matters: The AI world is moving into a new era of corporate entanglement with OpenAI's latest megadeal, a "tens of billions of dollars" agreement with AMD that has OpenAI buying mountains of AMD's GPU chips and taking up to a 10% stake in the firm.
