Wood’s long-standing view is that the “hyperscalers will end up blowing a lot of money on their capex binge” and that AI could resemble the airline industry more than the winner-takes-all economics of the internet era.
Wood’s long-standing view is that the “hyperscalers will end up blowing a lot of money on their capex binge” and that AI could resemble the airline industry more than the winner-takes-all economics of the internet era.
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