Big Tech’s AI Divide Widens | Open Interest 7/31/2026
THE SO WHAT
Diverging fortunes—AWS demand and custom chips boosting Amazon while chip shortages pressure Apple—show that AI leverage depends on where you sit in the stack. For partners and developers, that means reassessing which ecosystems have the headroom in supply, capex, and pricing power to support your next 3–5 years of growth.
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