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The article explores how control over AI infrastructure is shaping the future of artificial intelligence, focusing on leading companies like Anthropic, OpenAI, and Nvidia. It highlights Anthropic's potential IPO amid rising demand for its enterprise AI tools, OpenAI's challenges with increasing hardware costs and regulatory pressures, and Nvidia's dominance in AI chip manufacturing despite export control disagreements. Market expectations are increasingly influenced by access to computing power, supply chain dynamics, and government policies, which will determine the winners in the evolving AI economy.
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