The AI Infrastructure Web: Who Does What and Why It MattersSantiago Calderon Boissiere4 min read·Just nowJust now--From the tulip mania of the 1600s to the dot-com bubble of the 2000s, financial history has shown how innovation often dances with speculation. Today, that rhythm beats through the AI revolution. This article explores the intertwined ecosystem of NVIDIA, OpenAI, AMD, and Oracle — companies at the heart of this modern surge. It breaks down their roles, relationships, and economic implications, a ...