NVLink Lock‑In and On‑Prem AI Factories

Hyperscalers adopting proprietary high‑speed interconnect standards (NVLink Fusion) and offering 'AI Factories' inside customer sites creates a new hybrid model: cloud vendor‑managed, on‑prem AI infrastructure that ties customers into vendor‑specific hardware/software stacks. That model multiplies the effects of vendor standards on competition, data portability, and procurement decisions. — If this pattern spreads, governments and customers will need procurement rules and interoperability standards to prevent single‑vendor lock‑in and to manage grid, security and competition implications of embedded, vendor‑controlled AI infrastructure.