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Robots and Chips's avatar

The application layer is where the real monetization happens and enterprise AI platforms are finally proving they can deliver measurable ROI beyond just efficiency gains. When you see mission critical deployments at scale, you know the technology has moved past the hype cycle. That 93% growth rate is impressive but the real story is the stickiness of these platforms once they're integrated into core busines processes. The valuations still look reasonable compared to the infrastructure plays that got ahead of themselves.

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