OpinionOpinion byGreg SmithNZ Herald·30 Jun, 2026 05:00 PM7 mins to readGreg Smith is an investment specialist at GenerateJensen Huang, chief executive officer of Nvidia Corp, presents the RTX Spark Superchip at the Nvidia GTC conference on the sidelines of Computex 2026 in Taipei, Taiwan. Photo / Getty ImagesEvery major technological revolution begins with a handful of obvious winners. Over time, however, the story broadens as new bottlenecks emerge and a wider ecosystem of companies begins to benefit. Artificial intelligence appears to be entering that phase now.
For much of the past two years,
