Technology
The AI Infrastructure Monopoly: Beyond the Hype
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Everyone is buying tech stocks, but the real bottleneck is energy and specialized cooling. Who controls the grid controls AI.
The AI narrative has been entirely captured by chip manufacturers and foundational model creators. This is a distraction for retail investors. The real battleground for the next decade is not compute, but power.
Data centers are currently hitting the limits of local power grids. The next trillion-dollar companies will not be software startups, but infrastructure plays that can deliver gigawatts of power to specialized compute clusters.