Finn Stockinger(@FinnStockinger):The $1T number is the part I’d focus on. AI infrastructure is becoming a multi-trillion-dollar capex cycle. GPUs get the headlines, but the infrastructure around compute like power, networking, cooling, memory and storage - could be some of the biggest beneficiaries. I think we can agree this isn’t a bubble.

2026.09.01 21:34

The $1T number is the part I’d focus on. AI infrastructure is becoming a multi-trillion-dollar capex cycle. GPUs get the headlines, but the infrastructure around compute like power, networking, cooling, memory and storage - could be some of the biggest beneficiaries. I think we can agree this isn’t a bubble.

Wall St Engine@wallstengine

2026.09.01 21:19

DELL ON THE AI DATA CENTER BUILDOUT: “We’re expecting AI to be 75% of all data center demand by 2030,” adding 200 GW of power. About half of that sits in Dell’s sweet spot across neoclouds, sovereigns and enterprises. “We think the opportunity is more than $1T.”