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Weekly Recap: GPT-5, Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen

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Infrastructure Demand and AI Growth Dynamics

This chapter explores the increasing demand for infrastructure in the AI sector, focusing on the contributions of major companies like Microsoft and Amazon. It examines categorization of AI workloads, financial discrepancies between Microsoft and AWS, and the broader impact of AI on tech valuations and market dynamics.

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