We are experiencing an “AI Gold Rush” due to more & more companies are investing in AI. And we are seeing more and more AIML products being developed everyday.

So, as the saying goes, “In the Gold Rush, sell shovels”.

But, what are shovels in this case?

Cloud Infrastructure Providers.

Yes, these AIML products require heavy amout of computing(GPU) to train the models and to generate new data for each requests. So, ultimately cloud providers are the ones who are making money out of this.

And there are a handful of companies providing cloud infrastructure they are AWS, GCP, Azure, etc.

So, investing in these companies is according to me the best and safest bet.