There's no question that we are in the midst of making one of the largest industrial infrastructure bets in United States history. 8 major companies—Microsoft, Amazon, Google, Meta, Oracle, OpenAI, and others—are expected to invest over $300 billion in AI infrastructure in 2025 alone.
It’s a circular grift all around. They found a way to ensure that either everyone wins or everyone loses, and everyone keeps putting chips on the gambling table and nobody calls anyone’s bluff.
Except NVIDIA who’s the only one providing something that’s not a commodity.