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Exploring Tech Sector Tiers and AI Applications
This chapter delves into the layers of AI and tech investments, from hardware components to applications like generative AI and healthcare diagnostics. It discusses key players in the hardware business like NVIDIA and AMD, alongside companies in the supply chain such as Micron and Supermicro. The chapter also explores the application of AI in retail, meta platforms, and marketing content generation, emphasizing the importance of innovation and differentiation in the evolving tech industry.