From an investment angle, I lean toward infrastructure players. Companies like NVIDIA benefit as token consumption rises because autonomous agents require far more compute. At the same time, platforms such as Alphabet and Microsoft could capture long-term value by embedding AI execution into their ecosystems.
In terms of opportunities, Tencent launching WorkBuddy shows how quickly AI can scale within large ecosystems. But personally, I still prefer global leaders like NVIDIA and Microsoft since they sit at the core of the AI supply chain.
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