Welcome to Forbes! With your consent, we use cookies and other similar technologies to better understand your actions and interests, enhance functionality, customize your experiences, and to provide content and advertising that is more relevant to you. We also use them to help ensure the secure use and navigation of the site. For further details on our use of cookies and your personal data, please see our Privacy Statement.
ByJeffrey Marcus,
Forbes Staff.
Markets are soaring. Valuations are swelling. And enthusiasm for all things artificial intelligence is pumping hundreds of billions of dollars into the most transformational technology of the modern era.
“AI isn’t just another theme; it’s the culmination of decades of evolution in computing,” Jon Markman, a Forbes contributor who analyzes tech stocks, writes. “Every layer of the stack, from power generation to semiconductors to enterprise software, is being rebuilt for an AI-first world. That’s a structural transformation.”









