What happens when AI infrastructure depends on a single compute ecosystem?

In this final part of Opening Voices, Quentin Adam concludes his discussion with Steeve Morin, founder and CEO of ZML, to explore how to bring competition back into AI compute. ZML’s approach is simple in principle, difficult in execution: make AI workloads run efficiently on any chip.

They discuss:

• why hardware abstraction is key to breaking vendor dependency

• how optionality of compute changes market dynamics

• why existing hardware can still deliver major efficiency gains

• how operating complexity locks companies into single ecosystems

• why open source can accelerate semiconductor competition

The future of AI will not be decided by models alone, but by who controls the compute layer beneath them.

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