So far, it seems to be the reverse of that disruption. Hardware companies, Nvidia, Apple, AMD, Intel, ARM, memory companies, are all having record-setting quart

So far, it seems to be the reverse of that disruption. Hardware companies, Nvidia, Apple, AMD, Intel, ARM, memory companies, are all having record-setting quarters, and it's actual profits, not subsidized by investors and circular investments (though the hardware companies are investing in the AI companies to keep the hype train rolling).