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Artificial Intelligence (AI) is experiencing an inflection point with the rollout of generative AI, which has been in commercial use for over a decade. Advances in natural language processing and computing power have unlocked a new cycle of rapid innovation, leading to increasingly sophisticated capabilities. AI is entering a period of broad adoption and application that will enhance business efficiency and expand existing end markets. Companies in the semiconductor value chain, hyperscale cloud providers, and software companies are well-positioned to benefit from the surge in generative AI usage.
