NVIDIA stands as the undisputed emperor of AI infrastructure, commanding 80%+ market share in AI compute. Their strategy is brilliantly simple: rather than compete in applications, they partner with everyone. CEO Jensen Huang envisions a future where “every employee acts as a manager overseeing AI agents,” with NVIDIA powering millions of digital workers across every enterprise.
OpenAI has evolved from a research lab to an infrastructure giant, recently launching OpenOperator for autonomous web browsing while maintaining its dominance in foundation models. Their reinforcement learning from human feedback (RLHF) and Proximal Policy Optimization (PPO) create the training backbone for agentic behavior across the industry.
Anthropic plays a fascinating strategic game with its Model Context Protocol (MCP), potentially establishing the communication standard for all agents. If MCP becomes the HTTP of agent communication, Anthropic controls a critical chokepoint in the entire ecosystem — a classic protocol leadership play that could yield 3-5 year defensible moats.
The Open Source Disruptors
Meta’s V-JEPA 2 represents a different philosophy: open-source world models that understand physical laws, recognizing that “objects follow physical rules like a ball rolling off a table will fall.” This approach creates ecosystem lock-in through adoption rather than proprietary control.
Google/DeepMind hedges every bet with Project Mariner for browser control, Claude Code for development, and comprehensive research initiatives. Their challenge isn’t capability but focus — being everywhere risks being nowhere decisively.
Microsoft’s $80 billion infrastructure investment for 2025 signals a serious commitment, though Salesforce’s Marc Benioff publicly criticizes its Copilot offerings as inferior. This rivalry masks a deeper truth: both need each other’s ecosystems to succeed.
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
