- She touted a new crop of companies that are going to develop new businesses around AI that will likely drive performance. "The history of hardware and software is, the bigger beneficiary over time is going to be software," the fund manager said. "In our view for every dollar of hardware that Nvidia sells, software providers, ie. SaaS providers will generate $8 in revenue.” Wood said Ark is now looking at software providers, who were now where Nvidia was when Ark first bought it. Among the AI opportunities, the Ark founder highlighted were: - UiPath, Inc. - Twilio, Inc - Exact Sciences Corp - Teladoc Health, Inc. . . Read the rest of the story through the link in bio. benzinga . . #cathiewood #nvidia #stocknews #artificialintelligence #twilio #uipath #trading