There's a fascinating question making waves across markets right now: Is artificial intelligence set to shake up the tech giants' grip on the industry, or will it actually entrench their already massive power?

This isn't just academic debate. The answer shapes how capital flows, which projects thrive, and what market dynamics look like over the next cycle. Think about it—AI infrastructure demands massive compute resources, data moats, and capital. Does that favor new challengers or deepen the competitive advantage of established players who already own these assets?

The implications ripple through tech stocks, enterprise software valuations, and even how we think about decentralized alternatives to centralized platforms. Whether you're watching traditional markets or crypto, this tension between disruption and consolidation is absolutely worth tracking.