The Race to Rule the World in AI

Is there a race that's going on? Or is US the dominant force? Does it matter from your investment thesis perspective? I think we'll see the various governing bodies come together to figure out how to oversee AI at least in terms of Western nations. And then we'll see who's leading in the end. We are early on in the process, and so far, clearly NVIDIA and Microsoft have stood out in terms of AI leaders positioning their product lines for embedding AI services throughout.