Topbelegger: softwaratijdperk Big Tech is voorbij, AI-winsten gaan naar hardwareleveranciers

A prominent investment manager argues that the technology industry's focus is shifting away from software toward hardware manufacturers who will benefit most from artificial intelligence development. James Anderson, formerly of Baillie Gifford, contends that the competitive advantages once enjoyed by major software companies are diminishing as AI becomes the dominant force reshaping the sector.