The "why" for AI right now is because everyone else is doing it and you can't risk not having a critical pillar needed to compete.
I think AI is a loser for everyone but Nvidia for a while because of this. Google, Meta, Apple, Microsoft, etc will all be forced to spend billions to attempt AI but it will be years before it is good enough to generate significant profits. Even then, there may only be 1-2 winners, like Google was with traditional search.
I think AI is a loser for everyone but Nvidia for a while because of this. Google, Meta, Apple, Microsoft, etc will all be forced to spend billions to attempt AI but it will be years before it is good enough to generate significant profits. Even then, there may only be 1-2 winners, like Google was with traditional search.