The AI race is getting bigger every month.

Technology companies are competing to build better models, faster chips and larger computing systems. At the same time, investors are trying to identify which businesses can turn this rapid technological progress into sustainable revenue.

That is where things could become more interesting. Strong AI demand is positive, but high expectations can also create pressure on valuations.

I’m particularly interested in companies that provide the infrastructure behind AI because their products are needed across many different AI applications.

Crypto is also developing its own AI ecosystem, with projects working on decentralized computing, AI agents and data markets.

The next stage of this trend could be less about hype and more about real-world usage. Revenue, adoption and actual demand will tell us much more than headlines.

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