Jun. 2 at 4:38 AM
The AI race is entering a new phase.
$GOOGL continues to ramp AI infrastructure spending, which means more GPUs, more memory, and more compute capacity. Staying ahead is expensive, but falling behind could be even more costly.
At the same time,
$META,
$AMZN, and
$MSFT are all increasing investments. With a massive market opportunity ahead, none of them want to give up share.
When every hyperscaler is competing for the same compute resources, supply remains tight and infrastructure becomes even more valuable.
The biggest winners may end up being the companies powering the entire AI ecosystem.