Poolside CIO, and former global head of technology, media, and telecommunications for investment banking at Citigroup, Philip Drury notes that investments into Intel by Nvidia, SoftBank and possibly Apple, signal a deepening collaboration in technology. He said the AI boom is more transformative than the dot-com era, comparing its scale to railroads and steel. (Source: Bloomberg)
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Innovate & Invest, Or You Will Be Out of AI Race: Drury
