Part 1/8:
The Shift in AI Investment: Hardware to Software
The world of artificial intelligence (AI) has experienced a significant transformation recently, prompted by the emergence of deep learning technologies and innovative companies like Deep Seek. As AI becomes more accessible and cost-effective, investment strategies are also shifting, with a notable rotation away from hardware vendors towards software vendors, according to Ellen Hazen, Chief Market Strategist and Portfolio Manager at FL Putnam Investment Management.