Global AI Investment Fractures: Why Investors Now Favor Hardware Over Software
If the AI boom was once a single, roaring river, it’s now splitting into fast-moving channels—some racing ahead, others hitting rocks. The surprise? The biggest winners today aren’t the flashy AI apps or office copilots. They’re the “picks and shovels” of the new digital gold rush: the chips, memory, networks, and power infrastructure behind sprawling…