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InsightBLOGMay 12, 20261 min read
AI Boom Versus Iceberg Ahead
By shareholdersunite
Primary Source Material
Published via substack_shareholdersunite
The US markets have been rejoicing, apart from the occasional hiccup, depending on the development of the Iran war. The driving force is the AI infrastructure buildout, which seems to be accelerating and would accelerate more if it weren’t supply-constrained (chips, energy supply, grid, qualified pe...
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