Nvidia has completed its acquisition of Run:ai, a software company that makes it easier for customers to orchestrate GPU clouds for AI.

Palantir and BigBear.ai have handily beat the broader market this year, but one looks like the better opportunity for long-run investors.

I believe the conventional idea of “writing a program” is headed for extinction, and indeed, for all but very specialized applications, most software, as we know it, will be replaced by A.I ...