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In the very beginning, there's always this phase that it's kind of the

From Schwab Network · Jun 4, 2026

“
In the very beginning, there's always this phase that it's kind of the build out phase. We have to build the underlying infrastructure... until those stocks didn't do as well and leadership shifted to, in this case, Google, Meta, Amazon, the kind of application layer...
Kai Wu
From Chips to Apps? Rethinking the AI T…
Schwab Network
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