🔠 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.
✔️ @venture
🔠 AI capex turns contracted The AI buildout already has about $3.
Venture Capital
@ventureThe official channel of V3V Ventures. We share updates on our investments, portfolio companies, and fund activities. Buy Ads: @strategy (this is our only account).
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