The transition from horizontal AI model competition to vertical infrastructure integration necessitates a defensive rotation into companies controlling the full stack. Multiple earnings calls reveal hyperscalers abandoning third-party dependencies in favor of custom silicon and proprietary inference architectures. Microsoft's vertical integration into custom silicon creates sustainable competitive advantage in AI inference costs, while Meta's infrastructure investment cycle establishes competiti...
Alpha Clusters
Vertical AI Infrastructure Integration
Earnings calls reveal coordinated shift toward vertical integration as hyperscalers abandon third-party dependencies. Microsoft's custom silicon development addresses inference cost compression, while Meta's infrastructure investment cycle creates sustainable competitive moats. Tesla's chip manufacturing integration addresses supply chain bottlenecks, validating the vertical control thesis across multiple AI infrastructure layers.
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