Foundation Models Are Capturing $21B+ Above Hardware
The same structural pattern is emerging in coding ($7.37B market) and robotics ($14B valuation): foundation model layers capture disproportionate value above commoditizing hardware while end-users become interchangeable. NVIDIA is the only player controlling both layers, positioning it as the strategic monopoly of the physical AI era.
foundation-modelsnvidiavalue-captureplatform-economicsskild1 min readMar 7, 2026