#ai #capex #economy #aisupercycle
#ai #capex #economy #aisupercycle
Phase 2 (Infrastructure & Power): Right Now (VERT, CEG, OKLO, CRWV, WULF, IRIS)
Phase 3 (Next Wave): Starting soon
Phase 4 (Agentic AI): 2030+ Most investors are still
#AISupercycle #AI #PowerAI #NuclearEnergy
Phase 2 (Infrastructure & Power): Right Now (VERT, CEG, OKLO, CRWV, WULF, IRIS)
Phase 3 (Next Wave): Starting soon
Phase 4 (Agentic AI): 2030+ Most investors are still
#AISupercycle #AI #PowerAI #NuclearEnergy
Phase 1 (chips) already ran.
Phase 2 is happening RIGHT NOW: massive data center + power + networking buildout.
Focus here before Phase 3 (robotics/space) and Phase 4 (AGI) explode.
Infrastructure is still early and under-appreciated. #AISupercycle
Phase 1 (chips) already ran.
Phase 2 is happening RIGHT NOW: massive data center + power + networking buildout.
Focus here before Phase 3 (robotics/space) and Phase 4 (AGI) explode.
Infrastructure is still early and under-appreciated. #AISupercycle
bit.ly/41WD2yI
bit.ly/41WD2yI