AI Clusters
It is easy to imagine clusters of multi-modal models becoming the commercial standard, particularly within industry verticals.
I can imagine Verisk (VRSK) operating the leading AI cluster for underwriting weather event risk.
A combination of Renaissance Technologies, Citadel and BlackRock (BLK) contributing toward the leading AI cluster for modeling the Capital Markets.
Apple (AAPL) and OpenAI co-owning an Agentic AI cluster that continuously evolves iOS from a functionality and security standpoint with Google Gemini doing something similar for Android/Chrome.
These specific clusters will include a combination of frontier models and smaller models. Some clusters will only consist of a series of smaller models. Many clusters will not require the latest and greatest chip system from Nvidia (NVDA). Instead, a low-cost, fast inference chip system (LPUs) from Groq will perform fine.