AI hardware is bigger than Nvidia and the hyperscalers
Investors looking for the generative-AI buildout can widen the lens beyond the obvious winners and hunt for the less crowded infrastructure plays.
By Lama Al-Rashid·· 3 min
1 briefing · “hyperscalers”
Investors looking for the generative-AI buildout can widen the lens beyond the obvious winners and hunt for the less crowded infrastructure plays.