Aug. 4 at 4:13 AM
$AMZN $CRWV $NBIS $PLTR $SMCI Exactly. Running Excel macros or sorting databases isn’t what is driving this AI infrastructure boom. Training and serving frontier LLMs require tens of thousands of GPUs, high-bandwidth networking, liquid cooling, massive power, and AI-optimized server racks. The compute demand isn’t incremental, it’s orders of magnitude larger. That’s why companies building AI infrastructure are seeing unprecedented investment. Software creates the demand, but infrastructure makes it possible. 🚀