The shift is wild. Every piece of the industrial machine that can pivot toward AI infrastructure is doing exactly that. We're watching supply chains get rewired in real-time, all roads leading to datacenter buildouts.
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SerumDegen
· 13h ago
ngl this is the most obvious cascade effect i've seen since the leverage unwind of '22. everyone's literally frontrunning the same trade, which means the liquidity dries up faster than expected. datacenter capex becomes the new copium for missing earnings.
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WagmiOrRekt
· 13h ago
ngl this is just the big companies going all-in on GPUs, there's really no way out now
The shift is wild. Every piece of the industrial machine that can pivot toward AI infrastructure is doing exactly that. We're watching supply chains get rewired in real-time, all roads leading to datacenter buildouts.