Скачать или смотреть AI Compute Wars: The Real Battle Isn’t NVIDIA vs. AMD. It’s the Settlement Layer

Market focus on NVIDIA vs. AMD misses the deeper levers. NVIDIA retains near-term leadership (80%+ AI-GPU share) via ecosystem lock-in (CUDA/NVLink). On Sept 22, 2025, OpenAI and NVIDIA announced a letter of intent to deploy ≥10 GW of NVIDIA systems, with NVIDIA indicating an intent to invest up to ~$100B as capacity is delivered. On Oct 6, 2025, OpenAI and AMD announced a multi-year, multi-generation 6 GW supply agreement, with AMD granting OpenAI a warrant for up to ~160 M shares (~10%), subject to vesting and milestones. Real chokepoints remain TSMC CoWoS/HBM capacity and ASML EUV. The strategic gap is a neutral, programmable settlement layer for machine-to-machine exchange. This video outlines a patent-backed framework grounded in US 11,196,566 / 11,895,246 / 12,231,579 for trust-minimized value transfer among autonomous systems. Not claim construction; no infringement alleged; issued claims govern.

You can buy Smartmetal from quantum-metals.co.nz. Completion, availability and pricing of the value transfer network is NOT guaranteed in any way!

Contrarian Analysis & Disruption Mapping
• While suppliers battle for sockets, two physical throttles set the tempo:

1. TSMC: Advanced CoWoS packaging and HBM supply constrain global AI expansion.


2. ASML: EUV lithography is a non-substitutable bottleneck in leading-edge fab.

• The primary systemic flaw is transactional: every GPU-hour, dataset, and weight update is a value transfer. Legacy, human-mediated settlement (high-latency, high-trust) cannot support autonomous agents negotiating compute in real time.

The Missing Layer (Patent-Backed Framework)
We present a neutral, programmable settlement fabric—a value-transfer layer designed for low/zero-trust, high-throughput machine commerce. It is patent-backed (portfolio anchored in US 11,196,566 / 11,895,246 / 12,231,579 and internationals). Veritaseum’s SmartMetals™ protocol is one implementation concept enabling secure, auditable interactions among autonomous agents. Nothing herein interprets, narrows, or expands any claim; no license is granted or implied; no instructions to practice are provided.

TIMESTAMPS
0:00 Thesis: The AI Compute Wars & The Stakes
0:23 Compute as a Strategic Resource: GPUs, Energy, Data
0:38 NVIDIA: The Incumbent Stack Controller
1:00 AMD & OpenAI: A Strategic Alliance for Leverage
1:30 Niche & Regional Players: Intel & Huawei
1:41 The Global Throttle: Why TSMC & ASML Hold the Real Power
2:24 The Core Economic Problem: Valuing & Settling Compute
2:43 The Missing Layer: A Patent-Backed Framework for Trust-Minimized Value Transfer
3:11 The Future: Autonomous AI Agents Negotiating via Programmable Settlement
3:44 Final Analysis: Mapping Players, Bottlenecks, and the Neutral Value Layer

Disclaimer (read-in):
Research commentary only. Not legal, financial, or investment advice. Company/deal items reflect announced LOIs/agreements as of Oct 7–8, 2025 and may be contingent on milestones, capacity, or regulatory review. No claim construction; the issued claims of US 11,196,566 / 11,895,246 / 12,231,579 govern. No allegation of infringement. No license is granted or implied.

#AI #Compute #NVIDIA #AMD #Patents #TSMC #ASML #DeFi #Veritaseum #SmartMetals #TechAnalysis #Disruption