Not saying that it is the same situation, but providing money to your customers to buy your product and stay competitive, is what caused some huge crashes in telecom (circa 1999).
https://www.cnbc.com/2026/01/31/nvidia-ceo-huang-denies-hes-unhappy-with-openai.html"The chipmaker announced in September plans to invest up to $100 billion in OpenAI, a deal that would give OpenAI the cash and access it needs to buy advanced chips that are key to maintaining its dominance in an increasingly competitive landscape."
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Question is show me the money ? In another word, how do they monetize products and services derived from AI ?
https://cnet.com/tech/services-and-software/what-is-deepseek-everything-to-know-about-the-new-chinese-ai-tool/
Professor Snowball wrote about the use of Claude AI in his class on January’s Commentary.
https://mutualfundobserver.com/2026/01/ai-and-mfo/#more-21190
Still learning, so I ask the board.
siemens-energy-to-spend-1-billion-to-boost-manufacturing-of-electrical-grid-equipment
Another aspect of this AI thrust is in manufacturing automation. And this energy component. It seems that ENR in a convergence of the three, perhaps.
Given the need for more energy infrastructure, and the shortage of workers in many areas, including manufacturing, I think that AI, energy and manufacturing are inseparable.
That may be an investing case for the next decade, that confluence. What do you all think? In this struggle (war?), maybe invest in the arms dealers? That is already happening with the chipmakers, and the memory makers, what else is there? Energy plays, like this? Something not being discussed.