The Companies and Markets show: Pubs, QT, and the big tech jobs cull
Investors' Chronicle
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Is There a Future for AI?
I think for Microsoft it could actually be quite there's no guarantee that this is suddenly going to make Microsoft incredibly wealthy because I don't know when that opening AI is going to dominate this industry. The sort of place that I've looked at in the supply chain that seems like more of a good bet is with the hardware and the picks and shovels. Nvidia has less competition there and you're going to need those GPUs regardless of who's making these AI models.
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