quote: All AI CapEx leads to https://USD.AI https://x.com/64844802/status/2105752116757422375 | Where does money inves | Hanami
quote: All AI CapEx leads to https://USD.AI https://x.com/64844802/status/2105752116757422375 | Where does money invested into the AI buildout actually go?
For every $100 flowing into the supply chain:
- $50 to chips
- $20 to power
- $15 to networking
- $15 to cooling, buildings, and land
More charts in State of Markets II: https://t.co/MTaxKUxa2w