Way too early to tell

來源: 於 2026-04-11 07:22:17 [博客] [舊帖] [給我悄悄話] 本文已被閱讀：次

In 2023, it is OpenAI killing Google

In 2025, it is Google killing OpenAi

In 2026: it is Anthropics killing everyone else

AI revolution is just the beginning, and narrative will shift. But what stays constant is that we are still in early "build" phase. Regardless which LLM is winning,

chips --- Compute, Memory, Networking (optics)

AI infrastructure --- data center build out, AI cloud

Energe

These sectors are where money will be made for next 12 months