Everyone Is Integrating. Nobody Is Self-Sufficient.
A chart went viral claiming the AI giants are racing to own the whole stack. Verified against primary sources in September 2026, the picture inverts. OpenAI will consume two gigawatts of Amazon's silicon. Anthropic pays a rival lab's parent 1.25 billion dollars a month for compute. Integration is real. Self-sufficiency is fiction. And all of it is happening on the vendor's side of the boundary.
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