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387 The AI Industry’s Swim Lanes Get Even Blurrier

The Information
Stephanie Palazzolo @ The Information · 06/12/2025 10:00 EDT

The AI Industry’s Swim Lanes Get Even Blurrier

If your artificial intelligence firm isn’t also a chipmaker and cloud provider, are you even an AI company?That’s what it’s starting to feel like, as more companies try to fill out more parts of the AI “stack” by providing the models, hardware and computational resources businesses need to build or use AI-powered apps. In just the last 24 hours, my colleague Anissa published this great piece on how Nvidia is strong-arming cloud startups like CoreWeave and Nebius to offer their servers through the chipmaker’

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