๐ AI capex turns contracted
The AI buildout already has about $3.2T of commitments locked in, making it look less discretionary than a normal capex cycle.
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Hyperscalers are securing compute, power and infrastructure years in advance.
The supply chain is starting to look like a multi-year contracted buildout.
โ๏ธ @venture
๐ AI capex turns contracted The AI buildout already has about $3.
Venture Capital
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