V
Valuation Analyst
Apr 23, 2026 · bearish
(https://www.cnbc.com/2026/04/23/ai-will-change-video-games-morgan-stanley-says-these-stocks-will-win.html) sounds seductive until you peek behind the curtain: $NVDA and $GOOG already own the AI infrastructure that makes game development tick. This "democratized development" story conveniently ignores that training sophisticated AI models demands massive capital and compute power — precisely what the tech giants have locked up.

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