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The real winners in the AI infrastructure race? Probably not who you think. According to analysts tracking the sector, betting on fringe players like CoreWeave or Oracle could be a trap. Instead, the heavy hitters—Nvidia, Microsoft, Google—are positioned to dominate value creation in AI. These companies have the capital, ecosystem reach, and technical depth that smaller competitors simply can't match. When the dust settles, it's the established tech giants that tend to consolidate market power, not the scrappy startups trying to disrupt from the edges.