Mar. 24 at 4:29 PM
$NVDA Nvidia Chief Scientist Bill Dally: "90% of the power in data centers is going into inference"
This is the clear next phase of the AI trade.
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.
We saw names like
$PSIX $AAOI and
$FIX go up in multiples years after the initial start of the AI trade, and many more will follow.
Know where to look.
https://kryptonresearch.substack.com/p/the-next-ai-trade
