The next great boom in artificial intelligence isn’t about who builds the engine, it’s about who builds the car that the engine drives.
While NVIDIA (NVDA) and AMD (AMD) are dominating headlines for their breakthrough chips, the real story for investors is unfolding one layer higher. A new generation of AI service companies is emerging to bring that compute power to the world. These companies are now providing better profit opportunities for investors than NVIDIA as a result.
This post originally appeared at Money Morning.