6 things from my San Francisco trip reveal which stocks are AI winners

6 things from my San Francisco trip reveal which stocks are AI winners

An aerial view of the city of San Francisco skyline and the Golden Gate Bridge in California, October 28, 2021.

Carlos Barria | Reuters

It’s time for some of my reflections on a week in San Francisco talking to dozens of executives and workers in tech. It was a grueling trip, but a necessary one, because we are at a pivotal time when it comes to the revolution of artificial intelligence and accelerated computing. AI gets talked about a lot as it’s considered something that all companies have to be thinking about. Accelerated computing makes generative AI possible — and yet, it gets very little attention.

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