Biz Report: The AI Divide - Hardware, Software, & the "Other Side of the Boom"

As the AI infrastructure buildout triggers a massive capital expenditure boom, semiconductors are surging while traditional software makers face an existential crisis. Has AI made software obsolete, and are the massive hardware valuations grounded in fundamental reality or dangerous exuberance? Steven Wieting, Co-founder and The CIO Group, shares how investors can position around these trends.

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