$BTC ate the first Fed rate hike since 2023 and is still sitting at $76k. But Powell's not done. Easy money isn't coming back as fast as bulls priced in.
Meanwhile Huawei is talking about linking 1 MILLION processors into single AI systems. Compute isn't just tech anymore. It's national security infrastructure.
Amazon is dropping $8B on backup generators. When you're running AI data centers at scale, power failure isn't an option.
See the shift?
Big Tech raced for chips.
Then land.
Then data centers.
Then power.
Now backup power.
The AI trade is moving UPSTREAM. Away from consumer apps. Away from the chatbot everyone sees.
Toward the infrastructure that makes it all possible.
Power generation. Natural gas. Nuclear. Transformers. Turbines. Cooling systems. Grid connections. Backup gen.
The next 100x in AI won't be the company building your chatbot. It'll be the ones supplying the megawatts behind it.
Meanwhile Huawei is talking about linking 1 MILLION processors into single AI systems. Compute isn't just tech anymore. It's national security infrastructure.
Amazon is dropping $8B on backup generators. When you're running AI data centers at scale, power failure isn't an option.
See the shift?
Big Tech raced for chips.
Then land.
Then data centers.
Then power.
Now backup power.
The AI trade is moving UPSTREAM. Away from consumer apps. Away from the chatbot everyone sees.
Toward the infrastructure that makes it all possible.
Power generation. Natural gas. Nuclear. Transformers. Turbines. Cooling systems. Grid connections. Backup gen.
The next 100x in AI won't be the company building your chatbot. It'll be the ones supplying the megawatts behind it.
