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.Kyla Scanlon explains how AI infrastructure and data centers are like cupcakes and bakeries. 🧁

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29,680 просмотров • 5 дней назад •via X (Twitter)

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Reid5 дней назад

@kylascan If AI is the cupcakes and data centers are the bakery, power is the oven. No oven, no cupcakes. Investors chasing AI names should be looking at the energy side: nuclear, batteries, and grid storage. That's where the bottleneck is.

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