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45 minutes ago Edited

Everyone's debating whether AI is in a bubble. I'm looking at the demand for computing power, and I don't see it slowing down anytime soon. It's not just AI. The entire digital economy needs more power, more storage, and more infrastructure. That's where the real opportunity is.
Everyone's debating whether AI is in a bubble. I'm looking at the demand for computing power, and I don't see it slowing d...
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