Cathie Wood Aims the "AI Nuke" at Software—Why Chip Giants Should Worry!
Tech investor Cathie Wood casts doubt on the so-called "AI nuke" trade, suggesting that the real value in AI lies within software, not hardware. Highlighting companies like UiPath and Twilio, Wood’s strategy points to a future where open-source AI models and rapid software innovations overshadow traditional chipmakers like Nvidia.
Dec 27