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tz-plus logo The AI gains hands – and investors face a billion-dollar question!

L. Kulikov
Reading Time: 3 minutes

The AI boom leaves the screen . What began as a sleek software revolution will become physical – and expensive – by 2026. This new phase requires chips, data centers, and robots, meaning hard assets and deep pockets. For investors, the question is no longer whether AI will transform the economy, but rather who will bear the enormous costs and ultimately profit. The first winner is the semiconductor industry . Surprisingly tight are the classic memory chips: Answering AI queries – inference – consumes far more memory than expected, data...

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