Analog AI chips are a powerful yet unsung part of the tech trade, argues Dave Nicholson of Futurum. He points to Analog Devices (ADI) as a key company well-positioned in the AI buildout, as is OnSemi (ON) due to ties it has in the data center and automobile industries alike. However, Dave believes the key profitability question lies in open-source AI and how deep models will cut into earnings.