> If you think they do, feel free to go buy options and bet on the world being taken over by GPUs.
This assumes too much. GPUs may not hold the throne for long, especially given the amount of money being thrown at ASICs and other special-purpose ICs. Besides, as with the Internet, it's likely that AI adoption will benefit industries in an unpredictable manner, leaving little alpha for direct bets like you're suggesting.
This assumes too much. GPUs may not hold the throne for long, especially given the amount of money being thrown at ASICs and other special-purpose ICs. Besides, as with the Internet, it's likely that AI adoption will benefit industries in an unpredictable manner, leaving little alpha for direct bets like you're suggesting.