← FUURAA AI Frontier Library
EmergingIndustry, Economy & Capital1–3 years
Vertical integration reshapes AI competition
Large technology firms participate across multiple supply-chain layers, allowing technical coordination but also strategic bundling and control over access. Competition must be understood across ecosystems, not single products.
Bank for International Settlements18 March 2025Reviewed 26 July 2026
FUURAA original conceptual visualWhat the evidence indicates
A concise reading of the source
Large technology firms participate across multiple supply-chain layers, allowing technical coordination but also strategic bundling and control over access. Competition must be understood across ecosystems, not single products.
FUURAA interpretation
Why this could matter
Procurement should reveal cross-layer dependencies and pricing leverage.
How to read this signal
A direction still taking shape
Multiple developments point in this direction, but timing, adoption and outcomes remain open.
