AI infrastructure strategy is becoming full-stack strategy
Two October announcements, three days apart, reveal the widening scope of artificial intelligence (AI) strategy. OpenAI and Broadcom outline plans for custom accelerators and network systems at enormous scale. Google DeepMind and Commonwealth Fusion Systems describe a partnership using simulation, optimization, and reinforcement learning in the development of fusion energy.
One reaches down from models into chips. The other reaches out from models into a physical energy system. Both make the same point: AI strategy now spans the stack.