Those looking to capitalize on the artificial intelligence revolution have plenty of avenues to go down. Of course, there are the hardware makers focused on chips, memory, and the other associated components of building high-performance computing networks and AI applications. Then, there are the application developers and those who run back-end cloud services, which really power everything to begin with. I’ve been finding myself spending more time on the cloud piece of the AI puzzle, and it appears a number of other analysts from J.P. Morgan and others are doing the same. In a recent note from Morgan Stanley this…
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