Twelve dimensions across seven providers. Re-graded as announcements land, with the market's reaction shown alongside.
Business adoption · updated 2026-06-01
Minimal enterprise sales motion, governance tooling, or compliance story.
Security, compliance, governance, admin controls, data residency, and the sales motion to land and expand inside large organizations. Where the durable revenue lives.
Meta's plan to ship four inference-optimized MTIA chips in two years: purpose-built silicon over general GPUs.
How Apple, Google, Meta, Microsoft, and Amazon are differently positioned across infrastructure, models, and distribution.