Current state of AI infrastructureHardwareGPU -> has reached a stage whereby the cost of compute is significantly low enough to provide improved margins to the end users.Chips -> transistors are becoming smaller, improving performance. Machinery -> Precision manufacturing is constantly improving with new tech to enable smaller transistors with good yields.Data storageAI cannot exist without data centers. Demand will continue to rise.Infrastructure is key. Needs power grids, cooling source, et...

Current state of AI infrastructureHardwareGPU -> has reached a stage whereby the cost of compute is significantly low enough to provide improved margins to the end users.Chips -> transistors are becoming smaller, improving performance. Machinery -> Precision manufacturing is constantly improving with new tech to enable smaller transistors with good yields.Data storageAI cannot exist without data centers. Demand will continue to rise.Infrastructure is key. Needs power grids, cooling source, et...