AI is no longer just about who has the best model. It is moving deeper into chips, infrastructure, cybersecurity, devices, and design workflows.

In this episode of AI Edge by Mahesh Devalla EP6, we look at how the AI race is shifting from software to the full stack:

Who controls the model, the chip, the cost, the device, and the workflow?

Highlights from this episode

  • OpenAI builds its custom AI chip with Broadcom

  • The chip, called Jalapeño, is aimed at controlling AI infrastructure costs

  • Ford shows that AI can improve quality work, while human expertise still plays a major role

  • Chinese AI systems are catching up in cybersecurity tasks

  • Anthropic accuses Alibaba-linked operators of trying to extract Claude’s capabilities

  • Meta and other companies push smart glasses as the next device category

  • Figma adds AI tools for motion, shaders, code, and product design workflows

  • The AI race is now about models, chips, cyber power, devices, and execution

Quick takeaway

The AI conversation is shifting again.

It is not only about smarter chatbots or better apps anymore. It is about who owns the infrastructure, who controls the cost, who builds trusted AI systems, and who brings AI into everyday work through devices and creative tools.

Watch the full video

Watch the full episode below or click here.

For more AI news, business insights, and leadership analysis, follow Mahesh Devalla.

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