Reported about 1 year ago
From an investment perspective, AI is an undeniable long-term structural growth theme. Capturing the AI investment opportunity at this stage involves the 'layered stack' strategy. The rise of generative AI is seen as a milestone in AI development, poised to drive revolutionary technology in the coming decades and catalyze innovative business models. The article highlights the three layers of the strategy - bottom layer focusing on hardware and AI-related infrastructure, middle layer on cloud computing and foundational models predominantly led by large tech companies, and top layer on various applications with fierce competition and uncertain winners, all impacted by AI's ongoing development.
Source: YAHOO