Everyone talks about NVIDIA and AMD battling for AI chip supremacy, but here’s a twist: the real power might lie with the companies making the tools to build those chips. Applied Materials and Lam Research are the unsung heroes, providing the essential gear for next-gen processors and memory. Is investing in the infrastructure behind AI smarter than betting on the chip designers themselves? Let’s debate: is the real value in the picks and shovels, not the gold? #Tech #AIChips #Semiconductors