Billions for AI Chips: Why Cloudflare Could Be the Dark-Horse Winner
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Billions for AI Chips: Why Cloudflare Could Be the Dark-Horse Winner
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Big Tech is ramping up its investment in AI infrastructure—but which companies are poised to profit most as AI moves from hype to real-world utility?
In this week's episode, Matt Weinschenk and tech investor Josh Baylin analyze the multi-billion-dollar bets shaping the future of artificial intelligence, from Apple's ecosystem shift to Nvidia's data-center dominance.
Topics Covered:
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Apple's AI pivot — Why opening its AI models to third-party developers may be Apple's boldest move since the App Store
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Google's counterstrike — New AI search, video generation tools (Veo, Flow), and an AR glasses reboot
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Nvidia's inference wave — What 73% data-center growth says about the AI deployment phase
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Cloudflare's quiet edge — How this under-the-radar player could benefit as AI workloads shift to the network edge
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Beyond chatbots — Why embedded AI tools (not standalone assistants) may drive the next wave of profits
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