Have you asked it about it’s own future profitability?
My two cents:
Similar to the advent and proliferation of the plain Jane computer chip-it will improve the lives of every man, woman and child on earth.
However, also similarly, it is mostly a commodity with the low cost providers winning in the end.
I have in a way. As an AI investor, I have asked Claude and others about my strategy of seeking out those AI segments that will see the greatest benefit from its expansion...and they agree with my approach.
I don't think the AI platforms will be extremely profitable for one reason. A lack of a competitive moat. Anyone and everyone is getting in the AI platform business despite the fact that it isn't cheap.
On the other hand, the advanced chip business has a huge moat and only a few players so far stand to lead the pack. Nvidia has the greatest moat because its data centers dominance is heads and shoulders above the rest. And AMD seems to be leading the pack in the workstation/server segment. The leadership of the "peloton" of chip companies will change over time of course so it will pay to keep a keen eye on the race.