The tech market's reshuffling is hard to ignore—Google's climb toward Apple's valuation cap signals something deeper than just stock price movement. Capital is clearly rotating from traditional hardware narratives toward the AI infrastructure play. This repricing reflects where institutional money sees the real growth potential.

When markets start favoring the AI layer over tangible assets, it reshapes which projects gain traction. That's precisely why the intersection of AI and crypto infrastructure matters so much right now. The winners won't be yesterday's winners; they'll be whoever captures this paradigm shift.