KryptonResearch14
Oct 11, 2:12 PM
$NVDA Chief Scientist Bill Dally: “90% of the power in data centers is going into inference”
$BE $VST $CEG
This is the clear next phase of the AI trade.
We highlight a potential 10-bagger below.
Model training and compute, while looking infinite right now, will slowly deccel in growth.
This has been seen before, in another major tech revolution, and we can learn from there what the next major winners will come.
The companies that will generate major recurring revenues from the maintenance of inference.
Power. Water. Waste.
Know where to look.
https://kryptonresearch.substack.com/p/the-next-ai-trade
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