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One of the most profitable questions investors can ask during a massive investment boom is surprisingly simple:
What’s becoming scarce?
Our technology expert, Luke Lango, argues that the AI Revolution has been a rolling series of these shortages. First, it was advanced GPUs. Then servers, cooling, electricity, and memory. Each time, billions of dollars chased a limited supply – and enormous pricing power flowed toward the companies controlling the bottleneck.
Now, Luke believes Nvidia’s latest earnings report offers clues about where that bottleneck may be headed next.
