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Identifying Beneficiaries in the Technology Industry
The primary beneficiaries in the technology industry are the massive technology companies, especially those with advanced AI capabilities like Google. With the potential for Google to position itself as the entry point to digital lives with innovative AI devices, there is an opportunity for significant market shifts. Companies offering CloudFront and computing services are also poised to thrive due to the increasing demand for AI technology. Overall, the evolving landscape presents opportunities for new winners to emerge, indicating both growth and competition in the industry.