Why Is Everyone Moving Across the AI Stack?

Opublikowano: 2026-10-14

In this episode of EconWorks, we look at why some of the biggest AI companies are jumping across different layers of the AI stack. Nvidia transitions from compute to developer platforms via Hugging Face. World Labs is the pivot from compute to model development for AMD. Cursor sits near the application layer and flows upstream toward models and compute. All three moves look like vertical integration at first glance. But the economic logic is different in each of these cases. Nvidia may be trying to build demand for AI compute. Maybe AMD is trying to obtain better hardware, software...