The AI buildout has multiple layers. Compute gets the attention, but scaling AI also requires: • memory • networking • optics • power and cooling • semiconductor equipment I’m especially interested in businesses solving bottlenecks that every AI platform needs. Comment BUILD for my watchlist. https://www.instagram.com/p/DfLUjzbmKoI/?obrf=MWR5cnJvMzRqc25yOQ== NFA. DYOR.
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