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Hardware case grows stronger in the AI era

Original: The case for hardware in the AI era is getting more compelling

Commentary from Yahoo Finance argues that the investment case for hardware is becoming more compelling as the AI era advances. The argument reflects growing attention to the chips, servers and physical infrastructure needed to power artificial intelligence, with hardware increasingly seen as central to the technology's economic story rather than a secondary consideration behind software.

Why now: Ongoing investor and industry focus on which companies and sectors will benefit from the AI boom has put hardware back in the spotlight.

Yahoo Financeartificial intelligence

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