AI is everywhere right now. And by “everywhere,” I don’t mean just in your phone. I mean in your inbox, your ads, and probably in your toaster if you look closely enough. Everyone’s suddenly an AI “expert.”
Remember the dot-com mania, when adding “.com” to a company name made investors throw cash like it was confetti? Flower shops, bookstores, even dog food delivery outfits suddenly became “tech darlings.” Spoiler: most of them disappeared faster than your New Year’s resolutions.
Fast-forward to today, and companies are doing the same thing—only with “AI.” Want to sell more blenders? Slap “AI-powered” on the label. Want funding for your startup? Promise “machine learning synergy.” Translation: it’s still a blender. Or worse, it’s still just PowerPoint slides.
Here’s the truth: most of this hype will burn out. But AI itself? That’s real, it’s massive, and it’s about to mint the next generation of trillion-dollar winners.
Builders vs. Buzzwords
The way I see it, there are two kinds of players in this AI gold rush:
- The Builders. Companies making the hardware and infrastructure that every other AI application runs on. Think semiconductors, chip-making machines, cloud platforms. No one’s writing headlines about them at cocktail parties, but they’re the ones actually powering the revolution.
- The Buzzwords. Companies promising the moon with “AI-enhanced synergy platforms.” They’ll attract funding, they’ll burn cash, and they’ll disappear before the decade’s done.
One group builds the brains. The other builds buzzwords. You want to be with the builders.
Billions Will Burn, But Trillions Will Be Made
This is how every major innovation cycle works: railroads, oil, the internet, crypto. Money floods in, hype outpaces reality, the weak collapse, and the strong consolidate.
AI will be no different. A lot of money will go up in smoke—AI dog-walking apps, AI sandwich delivery, you name it. But the ones laying the digital “plumbing” will win big.
One Name That’s Already Winning
Take Nvidia (NVDA). The company started out building chips for video games. But those same chips—GPUs—turned out to be perfect for AI. They’re designed to crunch insane amounts of data in parallel, just like the neurons in a brain.
That’s why every major AI model—from ChatGPT to image generators—runs on Nvidia hardware. They’re not just riding the wave—they are the wave.
Back in 2011, you could’ve bought Nvidia for about twelve bucks. Today? It’s soared past $400. And here’s the kicker: it’s still innovating, still building the best chips, and still the go-to supplier for anyone serious about AI. In other words, the story’s not over.
The Punchline
So here’s the moral: AI is real, but not every robot is your mate. The hype bros selling AI-flavored potato chips will vanish. But companies like Nvidia—actually building the infrastructure—are the ones you want to back.
Ignore the noise. Stick with the builders. Because in this gold rush, the difference between a millionaire and a mug is knowing which side of the shovel you’re holding.