The rotation in AI-driven supply chains is coming—but patience might be the play here. Right now everyone's chasing the obvious picks: the chip makers, the infrastructure plays, the usual suspects riding the initial wave. But here's where it gets interesting: when the dust settles, capital will eventually migrate toward companies actually deploying AI to slash operational costs. That's the real game-changer. Problem is, we're probably looking at a couple years out before that rotation really picks up steam. The infrastructure narrative still has legs, and most investors are still pricing in the hype cycle rather than the practical efficiency gains. So while the eventual shift is almost inevitable, timing is everything—and right now feels a touch early to be all-in on that specific thesis.