Big Tech is ramping up its investment in AI infrastructure—but which companies are poised to profit most as AI moves from hype to real-world utility?

In this week's episode, Matt Weinschenk and tech investor Josh Baylin analyze the multi-billion-dollar bets shaping the future of artificial intelligence, from Apple's ecosystem shift to Nvidia's data-center dominance.

Topics Covered:

• Apple's AI pivot — Why opening its AI models to third-party developers may be Apple's boldest move since the App Store

• Google's counterstrike — New AI search, video generation tools (Veo, Flow), and an AR glasses reboot

• Nvidia's inference wave — What 73% data-center growth says about the AI deployment phase

• Cloudflare's quiet edge — How this under-the-radar player could benefit as AI workloads shift to the network edge

• Beyond chatbots — Why embedded AI tools (not standalone assistants) may drive the next wave of profits

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