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Rate Of ReturnInfrastructure providers will be the biggest beneficiaries of the AI revolution.
Just like the internet, apart from the application layer protected by massive network effects, the application layer will soon become commoditized.
On the other hand, infrastructure will continue to flourish.
The fact that $Alibaba(BABA.US) Cloud shifted from contraction to 27% growth in two years proves this.
$Amazon(AMZN.US) $Microsoft(MSFT.US) $Alphabet - C(GOOG.US) $Nebius(NBIS.US).
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