AI Gold Rush: Early Movers in AI Infrastructure Positioned to Strike It Rich
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Generative AI has seen explosive growth since ChatGPT's launch, sparking intense interest and investment from big tech firms like Microsoft and Google.
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Companies that invested early in AI-enabled hardware and infrastructure, like Nvidia, Broadcom, and Super Micro Computer, are seeing tremendous demand.
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Software leaders that quickly integrated AI tools, like Salesforce and ServiceNow, are rapidly growing revenues.
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Latecomers Apple, Tesla, and Adobe have catching up to do but have the resources to become major players.
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We're still in the very early stages of AI adoption - current leaders are mainly those enabling the AI infrastructure.