The ‘picks and shovels’ AI trade: Why domestic funds are backing these zero-debt IT firms
Artificial intelligence has triggered the biggest spending wave technology has seen in years. Every large company now wants an AI plan, and money is pouring into chips, data centres and software. But for an investor, the exciting story and the profitable investment are not always the same thing. In a gold rush, the steady money is often made by the people selling picks and shovels, not the ones panning for gold.
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The ‘picks and shovels’ AI trade: Why domestic funds are backing these zero-debt IT firms Why it matters: AI News is moving the AI stack right now, and this update helps explain what changed for builders. Source: Telecomliveweb https://a2zai.ai/bytes/the-picks-and-shovels-ai...
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