đșđž Trump wants an âAI Force.â Investors should watch what comes after the announcement.
Trump has announced plans to create an âAI Forceâ and appoint a new AI czar. Details on how the initiative would operate remain unclear.
My take: this puts the AI investment story back in focusâand that story extends well beyond chatbots.
The areas Iâm watching:
đč Chips and computing infrastructure.
đč Data centers, power supply and cooling.
đč Businesses turning AI into products customers actually pay for.
If political support translates into investment and deployment, those areas could benefit. But an announcement alone doesnât create revenue or justify every valuation.
For crypto investors, the same discipline applies: an âAIâ label on a token is no substitute for users, demand or a credible business model.
My long-term thesis remains focused on the infrastructure behind this transformation. The next evidence to watch is concrete policy, funding and execution.
Where do you see the strongest opportunity: chips, energy or AI applications?
#IA #TradFi
@GastonCanda
Trump has announced plans to create an âAI Forceâ and appoint a new AI czar. Details on how the initiative would operate remain unclear.
My take: this puts the AI investment story back in focusâand that story extends well beyond chatbots.
The areas Iâm watching:
đč Chips and computing infrastructure.
đč Data centers, power supply and cooling.
đč Businesses turning AI into products customers actually pay for.
If political support translates into investment and deployment, those areas could benefit. But an announcement alone doesnât create revenue or justify every valuation.
For crypto investors, the same discipline applies: an âAIâ label on a token is no substitute for users, demand or a credible business model.
My long-term thesis remains focused on the infrastructure behind this transformation. The next evidence to watch is concrete policy, funding and execution.
Where do you see the strongest opportunity: chips, energy or AI applications?
#IA #TradFi
@GastonCanda
