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Managing Your Money - AI, EVs, and Other Big Growth Themes

Barron's Live

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The Impact of AI on Industries and the Winners in the AI Race

This chapter explores the influence of AI on different sectors and identifies the winners and losers in the race. It emphasizes the significance of semiconductor chips, cloud computing vendors like NVIDIA and AWS or Microsoft Azure, and application companies with user interaction and data access. Microsoft is highlighted as a potential winner due to their extensive user base and range of AI products.

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