The Updated Map of AI [November 2025]
For the last three years, I’ve been tracking the AI industry via vertical integration analysis. My argument has been that whoever controls computing resources will also be the hyperscaler that most sustainably controls the AI market. That’s the moat.
Three years forward, this has proved to be correct. Yet, many things have changed.
If you want to look at the previous update of the Map of AI, you can find it below:
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.
Let’s see where we are today.
The seismic shifts of the past few weeks have fundamentally redrawn the AI competitive map.
Microsoft and OpenAI just renegotiated their entire relationship. Amazon doubled down on Anthropic with another $4 billion.
Google landed its largest TPU deal ever with Anthropic, planning to deploy up to one million Ironwood chips. NVIDIA’s Blackwell dominance is complete, yet the path forward grows more complex.
The moment of maximum tension in AI’s vertical integration race has arrived.
