AI power play: own the infrastructure, not the chip
The guest argued that for diversified exposure to the AI power trend, investors should look to physical grid infrastructure providers rather than betting on specific chip architectures.
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The guest argued that in a new computing cycle like AI, the infrastructure layer is the first to inflect on the S-curve and is the safest investment, as it is needed regardless of which foundational models or applications ultimately win.
The guest argued that for diversified exposure to the AI power trend, investors should look to physical grid infrastructure providers rather than betting on specific chip architectures.