Rational Reflections June 2024 | Volume 4

   In the business world, an effective strategy can be to commoditize your complements, which can result in higher demand for your products while simultaneously lowering input costs. This month’s Rational Reflections explores how this concept is currently taking place in the artificial intelligence market, with NVIDIA attempting to lock in customers while the hyperscalers attempt to undo its moat. This fight will determine who controls the future of AI hardware and software.