Amazon is leaning on AWS and its Bedrock service to push its AI strategy, despite seeming a bit late to the generative AI space. They are also adding AI tools for marketplace sellers. Palantir is seeing strong growth in both commercial and government sectors from its Artificial Intelligence Platform. The platform is cutting down project times for clients, and they don't have much direct competition right now. Oracle is pivoting hard into AI data centers. They are planning $50 billion in capital expenditures by May 2026 and have a huge deal to supply computing power to OpenAI. The general advice for the sector is to diversify across different layers of AI. This means holding a mix of chip makers like Nvidia or Micron, cloud providers like Amazon or Alphabet, and software companies. If you want to keep it simple, ETFs like SMH or AIQ are also options.