The Usual Suspects Line Up
Naturally, building these digital universes requires a staggering amount of computing power, which is music to the ears of certain companies. NVIDIA, the undisputed arms dealer of the AI revolution, stands to benefit enormously. Its specialised chips are the bedrock of modern AI, and world models will require even more powerful hardware. It’s the classic gold rush strategy, sell the picks and shovels.
Then you have the giants like Meta and Alphabet. Despite losing its star player, Meta is still pouring billions into AI research, hoping to find a use for this tech in its virtual reality ambitions. Alphabet, through its DeepMind division, has been chipping away at this problem for years. These companies have the cash and the cloud infrastructure to make a serious attempt. But an attempt is all it is for now.