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#ai war - TrendCloud

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Mentions — May 16, 2026 – May 22, 2026

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software(1)big tech(1)james anderson(1)baillie gifford(1)hardware suppliers(1)

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FT AIsoftware big tech james anderson baillie gifford

Big Tech software era is over, says top investor James Anderson

Former Baillie Gifford fund manager says spoils of AI war will flow to hardware suppliers

May 21, 4:00 AM