The Cutting-Edge AI Market Divides into Closed Camps
The cutting-edge AI market is dividing into closed camps, with laboratories choosing partners, cutting off competitors, and restricting access to the strongest models. Salesforce has selected Anthropic as its dedicated AI partner, making Claude the default model for the world's largest CRM and Slack. OpenAI cut off API access after acquiring Cursor on November 12. Z.ai placed its flagship model under security review after accumulating over $10 billion in revenue. Anthropic allocated Mythos 5 through Project Glasswing and restricted Fable to inference only in the U.S. OpenAI first launched a variant of GPT-5.6 to trusted partners. Nvidia is investing in an open ecosystem, including commitments of $13 billion to Hugging Face, $7 billion to Poolside, and $26 billion to Nemotron. Access, rather than price, has become the new scarcity in the cutting-edge AI landscape.
-- Price
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