Yes that makes sense to me—I already own some TSMC and Intel. Samsung also has their own fabs I believe so could be another alternative. I suspect the early AGI businesses will just use existing/already deployed hardware though, so I’d say the hardware manufacturing stocks would rise with a delay.
Yes that makes sense to me—I already own some TSMC and Intel. Samsung also has their own fabs I believe so could be another alternative. I suspect the early AGI businesses will just use existing/already deployed hardware though, so I’d say the hardware manufacturing stocks would rise with a delay.