Rate Of ReturnIn less than 48 hours, the global AI race accelerated once again. From Open AI and Anthropic to $Microsoft(MSFT.US)$SpaceX(SPCX.US)and$Alphabet - C(GOOG.US), five of the world’s largest tech cos announced major new investments in AI infrastructure, committing 100 of bill of doll to expand computing capacity.
The message is becoming increasingly clear: the AI hardware cycle is far from over.
As foundation models continue to mature, the industry’s competitive focus is shifting towards the infras that powers them - chips, networking, memory, cooling systems and electricity.
For investors, the biggest oppt may lie not only with AI developers, but with the Cos supplying the essential tools behind the boom.
There is no way back.
ONLY going forwards and more.
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