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AI 'enablers' are safest bet -wealth advisor

STORY: von Lipsey differentiated between three segments of AI: an "enabling" layer, "intelligence" layer and an "application" layer.

Right now, the safest place for investors in the public equity markets to "get exposure to AI is in those enablers," he said.

The "enablers" not only include the semiconductor companies, said von Lipsey, but also "the cloud producers, the cloud hosts, the power centers, the power drivers of the data centers themselves."