The Strategic Map of AI
The 2025 artificial intelligence landscape reveals a fascinating strategic chess game where eight major players have adopted fundamentally different approaches to achieving AI dominance within the AI Value Chain; this is where I’ll guide you through this analysis.
Rather than competing head-to-head across all dimensions, these companies have carved out distinct strategic positions that create both direct competition and surprising complementarity.
This analysis examines how Google, OpenAI, Microsoft, Meta, Amazon, Anthropic, Apple, and NVIDIA have positioned themselves across the AI value chain, revealing three distinct strategic archetypes: Full-Stack Integrators, Specialized Dominators, and Strategic Enablers.
The research reveals that, contrary to conventional wisdom, which suggests a winner-take-all AI race, the reality is more nuanced.
Companies pursuing similar strategies face intense competition, while those occupying unique positions enjoy sustainable competitive advantages.
The analysis reveals which companies are competing for the same territory and which have identified defensible white spaces in the AI ecosystem.
The Three Strategic Archetypes
