It's going to have to be both. But I don't know who to bet on for solving the software problem. The hardware problem will depend on chip fabs, TSMC, Intel, Sam

It's going to have to be both. But I don't know who to bet on for solving the software problem. The hardware problem will depend on chip fabs, TSMC, Intel, Samsung. Since I can't buy Samsung stocks easily, I bet mostly on TSMC and a bit of Intel for geopolitics reasons. There are also chip designers such as Nvidia, AMD, Apple, ARM, etc that will need to solve the inference problem. I'm already invested in Nvidia and Apple. I don't know who else to invest in right now. Many of the AI chip design companies are private and startups.