As if the promises of targeted artificial intelligence were not great enough, investors have been underwriting hard infrastructure in data centers to unlock a super-human state of uncertain magnitude. Do AI architects know if this mirage is for real?
In the run-up of tranformative discoveries such as AI, it is not so hard to set bubbly excess apart from sensible investment opportunities. By scrutinizing chokepoints and toll-keepers, risk exposure and competitive strengths will stand out
Amidst the brouhaha and the excitement, the AI supply chain offers insights about dependencies between the links, about drivers of unabated optimism, and about business models, both solid and flimsy ones