The largest AI infra players are competing for power.
The rest of the market is still competing for capital.
Between equipment leasing and hyperscaler megadeals sits a large, overlooked group of AI clouds with substantial financing needs.
For USDAI, this overlooked segment represents a $2T financing opportunity through 2030.
@0xZergs on
@MCGlive with
@DineroDom0 and
@mynt_josh