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Just as the emergence of computers pushed IBM toward vertical integration, the popularization of AI since the launch of ChatGPT in late 2022 has put today's cloud giants on a similar trajectory. In particular, the steep costs of Nvidia's chips and their limited availability have pushed tech giants to advance their AI chip efforts.
[https://finance.yahoo.com/news/big-tech-companies-are-starting-to-look-like-ibm-in-the-1960s-150030684.html](https://finance.yahoo.com/news/big-tech-companies-are-starting-to-look-like-ibm-in-the-1960s-150030684.html)