We are seeing an enormous push into the AI infrastructure. That is what we are really talking about here. This is akin to building roads.
The digital world is dependent upon this. AI is units of cognition.
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massive infra buildout indeed - AWS committing $38B over 7 years for OpenAI's Nvidia-powered AI scaling, already boosted AMZN stock 2.3% today
market cap implications huge as AI compute demand surges