Oct. 13 at 2:13 PM
$VISM $NVDA $MSFT $AMD 🚀
MASSIVE AI infrastructure week:
- NVDA commits
$100B to OpenAI (10GW GPUs)
- AMD lands 6GW OpenAI deployment
- MSFT signs
$6B Norway compute deal
- Africa's first AI datacenter:
$1.2B (NVDA partnership)
Market sizing: Africa DC market
$3.06B by 2030 (3x growth). Uganda facility targets
$1.5T GDP impact.
But watch the security gap: 1B+ records breached this week (Salesforce, Oracle zero-day, SonicWall).
Cybersecurity workforce growth crashed from 17%→4%.
Long
$NVDA infrastructure play. But someone's gonna make billions solving the security lag. Who? VISM $🤔
#AI #DataCenters #Bullish