The Group Chat: Buongiorno

OpenAI, Google, and Meta just committed $200+ billion to AI infrastructure ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  

A message from Trading Tips

Jensen Huang just dropped a bombshell. The CEO of the world's most valuable semiconductor company revealed that new "reasoning AI" models require 100 to 1,000 times more computing capacity than current systems. Let that sink in. We're not talking about a 50% upgrade cycle. We're talking about rebuilding the entire global computing infrastructure. Every data center. Every cloud provider. Every enterprise. The companies in our report are the sole suppliers for this transformation: The semiconductor giant whose next-gen Blackwell platform has "amazing" demand The company providing High Bandwidth Memory stacked directly onto AI chips The infrastructure provider with a $30.1 billion backlog and $7.67 billion in new contracts The enterprise platform seeing remaining performance obligations rise 24% to $24.3 billion This isn't hype. McKinsey estimates AI will create $4.4 trillion in annual value across industries: $400 billion in retail $500 billion in banking $460 billion in pharmaceuticals $380 billion in manufacturing Someone has to build the infrastructure for all of it. Get a free copy of this report We're witnessing the biggest infrastructure buildout since the internet. Position accordingly.

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