Ithink after yesterday's blockbuster announcement of Nvidia's $100 billion investment into OpenAI, our heads are still spinning a bit trying to make sense of it all. Is AI really going to change our lives as the thought leaders claim such as curing cancer, solving climate change, fixing the education system, mining asteroids and making available personal robots far more capable than us mere mortals? I have no idea. But being the optimist I am, I'm going to lean towards yes. After all, I have not met too many rich pessimistic investors. To select the best investment idea for this week's column I looked through the five most critical industries for the artificial intelligence buildout. These include the following: Semiconductors and advanced computing hardware Data center infrastructure and

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