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On July 28, the Chief Investment Strategist of Saxo Bank observed that investors are poised to broaden their deployment across the AI value chain. Rather than solely concentrating on front-end AI models, they are now shifting their emphasis towards the deployment phase. The recently unveiled "AI Action Plan" by President Trump signals a shift in U.S. policy focus towards building AI capacity. Key areas of concern now encompass chips, computing power, electricity, cloud computing, and cybersecurity. Notably, cybersecurity and software layers hold the potential for sustainable recurring revenue streams. These sectors are set to benefit from increased federal government procurement spending and the escalating demand for robust security measures.
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