The article discusses the performance of hardware and software technology stocks in the artificial intelligence (AI) sector. It highlights the strong performance of semiconductor companies like NVIDIA, TSMC, and Broadcom, which provide the hardware necessary for AI applications. These companies have seen significant growth due to the increasing demand for AI chips and processors. On the other hand, software companies focused on AI have underperformed in comparison. The article suggests that investors are currently favoring hardware providers over software companies in the AI space. It also mentions that the AI hardware market is expected to grow rapidly in the coming years, driven by the adoption of AI across various industries. The article concludes by emphasizing the importance of both hardware and software in the AI ecosystem and the potential for continued growth in the sector.