May. 16 at 6:10 AM
$SMCI So when people are protesting about AI factories being built in their vicinity, their really just reducing their overall income in the future, compute will become a commodity that is highly valuable.
This is why you see the likes of
$META,
$GOOGL , Elon Musk
$TSLA etc all ensuring they are shoring up as much compute they can now while the commodity is cheaper to obtain.