The public perception of AI has broadened significantly from just chatbots like ChatGPT a year ago to now include defense AI, power infrastructure, cooling, and photonics.

Silvia Jablonski identifies energy supply as a major bottleneck for the continued growth of the AI industry.

Silvia Jablonski suggests that investors heavily allocated to tech can diversify by using products like the XMAG ETF, which excludes the Magnificent Seven from the S&P 500.