Big Tech is pouring billions into AI chips and the infrastructure needed to monetize artificial intelligence. Apple is opening its AI models to outside developers, Google just unveiled an AI-powered Search mode, and Nvidia’s data-center revenue is soaring. In this episode of This Week on Wall Street, Matt Weinschenk and tech investor Josh Baylin break down:
– Apple’s high-stakes pivot – why letting third-party developers build iPhone AI apps is critical as OpenAI and Johnny Ive team up on a rival device.
– Google’s counterattack – new video-generation tools (Veo, Flow), AR glasses 2.0, and a search overhaul designed to keep ad dollars flowing.
– Nvidia’s “inference boom” – 73% data-center growth shows companies are shifting from training models to deploying them in real-world products.
– Cloudflare’s quiet edge – its fast-growing developer ecosystem could make it an under-the-radar winner as AI workloads move to the network edge.
– Chatbots vs. embedded AI – why the next profits will come from seamless tools woven into everyday tasks, not just standalone prompts.
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