AI Is Becoming Heavy Industry, and the Real Race Is Now Copper, Concrete, Cooling, and Power Deals
AI used to feel weightless: models in the cloud, prompts on a screen, growth measured in tokens. That story is fading. The next phase of AI looks like industrial expansion—bounded by electricity, grid hardware, construction timelines, and the contracts that secure it all. Whether it is OpenAI scaling inference or Nvidia shipping new accelerators, the […]
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