Small Cap Snipa
@SmallCapSnipa
Stock market research. AI / data centers / power infra / cloud compute. NFA
加入 February 2021
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Bernstein estimates OpenAI’s infrastructure spend will top out at $184B in 2031
The model estimates roughly ~$1.25-1.30T in AI infrastructure spend from 2025-2035
$NVDA $MSFT $GOOGL $AMZN $ORCL $CRWV
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