After the Boom in AI Infrastructure Stocks: Can Symbotic Be a [Beneficiary] of the Next Wave?

UBS published an interesting research on the AI era in September. By 2030, UBS expects that the 'AI applications' (co-pilots, digital assistants, agents, marketing and customer service solutions, as well as research and development) segment will almost match the revenue of the infrastructure sector (GPUs, storage, etc.) at approximately 900 billion USD. In comparison, the 'Intelligence' segment, which encompasses large language models (LLMs) for text, image, and video data, is projected to reach a market volume of nearly 500 billion USD. Symbotic...