The first wave of AI was hardware; the second wave could be the software that monetizes that hardware???

​ The first phase of the artificial intelligence boom appears to have primarily benefited the companies that supply the physical infrastructure required to train and run AI models, including manufacturers of processors, graphics cards, storage systems, and data center equipment. However, infrastructure alone does not generate end-user value. Its purpose is to enable the execution of software and applications powered by artificial intelligence. My hypothesis is that the market may gradually be entering a sec