Dec. 2 at 8:59 AM
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While headlines obsess over Nvidia and new AI models, the real money is flowing into the physical infrastructure powering it all. Data centers, grid upgrades, cooling systems, and hyperscale buildouts are quietly becoming the largest industrial expansion since the railroad era. This sector is projected to absorb over
$7 trillion in the next five years—yet most investors barely touch it. AI doesn’t live in the cloud; it lives in concrete, steel, electricity, and silicon. Understanding this hidden layer reveals where sustainable long-term returns truly compound.
https://www.wizeinvesting.com/p/the-quiet-backbone-of-the-ai-boom
