Groq's Jonathan Ross recently shared insights on a critical industry trend: major AI labs like OpenAI and Anthropic are increasingly moving toward building their own custom chips rather than relying solely on existing hardware providers. This vertical integration strategy signals a fundamental shift in how AI infrastructure is being developed. As computational demands for large language models continue to surge, controlling the chip stack becomes a competitive advantage. This move could reshape the entire AI hardware landscape and has ripple effects across the broader tech and crypto sectors that depend on computing power.