Etftrends·2026-02-02 22:06Group 1 - The AI conversation has shifted from feasibility to the implications of Artificial General Intelligence (AGI), focusing on speed, displacement, and economic adjustments [1] - Elon Musk predicts AI could surpass human intelligence by the end of 2023 or early 2024, while JPMorgan's Jamie Dimon warns of potential rapid job displacement [1] - Anthropic's Claude Code is advancing AI capabilities, with over 90% of its new models being autonomously written by AI agents, indicating a significant technological inflection point [1] Group 2 - Google's Tensor Processing Unit (TPU) buildout is expected to produce three million TPUs in 2026, scaling to seven million by 2028, driven by demand from companies like Anthropic [1] - The ROBO Global Artificial Intelligence Index (THNQ) has evolved to focus 75% on enabling infrastructure, reflecting where value is accruing in the AI landscape [2] - THNQ's exposure to semiconductor fabrication, semi equipment, optical interconnects, edge computing, and cloud providers positions it to benefit from multiple vectors of AI monetization [2]