These pick-and-shovel AI plays are growing faster than some realize.Last week, news circulated that Sam Altman's OpenAI had assigned itself a valuation of $830 billion. However, that nosebleed valuation was challenged by analysts who pointed to competition from rivals like Anthropic and Alphabet's Google and asked whether the current breakneck pace of artificial intelligence (AI) spending is sustainable. Given the challenges of trying to pick a winner in this space, investors might be better off looking at ...