🧠 What will happen to the market if Big Tech moves to its own AI?
If Google, Meta, Apple, and others start using their own models and infrastructure on a massive scale, the market is not facing a crash, but a rotation 🔄
🔍 What will change?
☁️ Clouds under pressure
If Big Tech does AI in-house,
they stop being major clients of the clouds.
➡️ Revenue growth slows down
➡️ Market expectations become more modest
🧩 Chips are not going anywhere
Demand will remain, but it will become more concentrated
🏆 Winners:
• Nvidia
• chipmakers
• data centers with cheap energy ⚡
🏗 Own infrastructure is more profitable
For large companies, it is easier: • to buy chips
• to launch AI in-house
• not to constantly pay third-party services
📊 This gives:
• control over costs
• control over data
• scalability
For Big Tech, this is more important than short-term savings 💼
📌 AI will not collapse
This is just the end of the illusion that AI can be sold infinitely expensively 💭💸
🚫 The market will stop paying for: "AI chip" in the company description
✅ And will start valuing those who actually own: • 🧠 chips
• 📚 data
• 🏭 infrastructure