Hardware Is the New Moat: Why Software-Only AI Companies Are Vulnerable
This story is from 2026-08-25. It is preserved in the archive; the latest stories are on the live feed.
The narrative around AI investment has been, for the past few years, almost entirely about software. Foundation models, API wrappers, vertical SaaS built on top of existing infrastructure. The thesis has been straightforward: software scales without friction, margins are high, and the path from ide…
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- 2026-08-25 11:30 · DEV Community — AI
Hardware Is the New Moat: Why Software-Only AI Companies Are Vulnerable