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Why Nvidia, TSMC, and Samsung are leading the AI era (while Apple is losing ground)
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Why Nvidia, TSMC, and Samsung are leading the AI era (while Apple is losing ground)
Artificial intelligence looks like software, but it depends on factories, materials, and energy, shifting power to Nvidia, TSMC, Samsung, and SK Hynix and reducing Apple's centrality. All the details Artificial intelligence is often portrayed as an intangible revolution, made up of algorithms, language models, and digital services. Yet, behind this narrative, a different dynamic is emerging: AI is bringing value, power, and competition back to t…
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