Data center infrastructure as a picks-and-shovels trade
The case was made to own the picks-and-shovels of the AI/data center build-out - companies providing power, cooling, and connectivity - rather than the data center operators themselves.
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The Callback
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The speakers argued AI is a transformative technology, drawing parallels to historical bubbles like railroads and the internet, with potential for both enduring winners and significant fallout.
The case was made to own the picks-and-shovels of the AI/data center build-out - companies providing power, cooling, and connectivity - rather than the data center operators themselves.