You can barely go an hour these days without reading about generative AI. While we are still in the embryonic phase of what some have dubbed the “steam engine” of the fourth industrial revolution, there’s little doubt that “GenAI” is shaping up to transform just about every industry — from finance and health care to law and beyond. Cool user-facing applications might attract most of the fanfare, but the companies powering this revolution are currently benefiting the most. Just this month, chipma...