Jul. 10 at 10:59 PM
This is why I believe AI is a 20 year investment theme, and we’re still in the early stages especially for power and data centers near year 1 . AI has the potential to transform nearly every industry, from healthcare and manufacturing to finance and robotics. As adoption grows, so will the need for infrastructure. That’s why I’m focused on the companies building the foundation of AI, not just the applications. In my view, opportunities like this are rare, and the biggest winners may still be ahead.
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