The economics of artificial intelligence
How semiconductors and AI are reshaping industries and global supply chains.
One chain, many businesses
Artificial intelligence depends on a chain that starts with research and chip design and reaches applications used by people and businesses. Manufacturers, cloud providers and developers have different revenue models and capital needs. Looking at a single brand can obscure these relationships.
From adoption to earnings
Growth in a tool’s usage does not automatically translate into profit. Computing, energy, development and distribution costs matter. To analyse a business, compare revenue with margins, investment and cash generation, using verifiable data.
Expectations have a price too
A technology may have a lasting impact while still being associated with highly volatile market prices. Valuation, competition and regulatory change affect risk. References to OpenAI, Anthropic or NVIDIA on this site are editorial and do not establish investment availability.