Meme Stocks are Back — What’s Fueling the Resurgence?
Prof G Markets
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AI Infrastructure and Competitive Dynamics
This chapter explores the dramatic scaling of AI infrastructure by major tech companies, focusing on OpenAI's landmark $30 billion contract with Oracle. It discusses the competitive frenzy in the tech industry as firms invest heavily in specialized data centers to meet AI demand, alongside the implications of recent regulatory actions. The narrative also highlights the speaker's personal investment journey and the evolving landscape of AI technologies in relation to traditional business models.
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Transcript
