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Editor’s Note: Wall Street spends a lot of time debating which company will build the smartest AI. But my colleague Eric Fry is asking a much more basic question…
Where are these companies going to get everything they need to power it?
Demand for AI is surging so quickly that supplies of critical resources – from electricity to memory – are struggling to keep pace. And when demand overwhelms supply like this, it can create some very interesting opportunities for investors.
That’s exactly the kind of shift Eric has spent his career looking for. And he believes we’re seeing one take shape right now.
