a16z says AI's next growth cycle runs through chips, power and robots

Growth investor David George argues that AI demand is lifting chips, power and robotics while public software faces a tougher test on growth.

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A silicon wafer, heavy power cables, a robotic gripper, and a closed laptop sit on an electronics workbench.

Growth investor David George argues that AI demand is lifting chips, power and robotics while public software faces a tougher test on growth.