who is going to be able to monetize the power of AI and come up with an application convincing enough that we want to pay for the service
Read the following report and make up your mind.
MSFT comes first. Google is missing a little but with some retraining, the bias may be fixed I am guessing
There are many cos coming as you go up the software layers. Do read the above report to understand the path of revenue.
FWIW – nvidia is trying to be a cloud service providers and it is not just a chip designer (they do not manufacture FYI). They sell software platform. And their hardware is part of this platform. If you wanted any kind of long term investment in theme – AI, I would say nvidia is a no brainer. You can sip too.
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