This chapter analyzes the rising heat output of mainstream CPUs and its impact on the valuation of AI infrastructure companies. The discussion highlights a potential shift in Wall Street's focus as the demand for AI technologies continues to grow, underscoring the need to comprehend the changing infrastructure landscape.
Explore the unsung heroes behind the AI revolution: the businesses providing essential infrastructure for AI’s rapid growth. Learn about the increasing role of data centers, innovative cooling solutions, and the crucial components powering AI’s expansion. Discover why Wall Street’s view on AI may not capture the whole picture, as these “picks and shovels” companies play a vital role in shaping the future of AI technology.
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