Any ideas on the AI Factories: The Ultimate Pick-and-Shovel Play of the 21st Century teasers?

by Snow907 | October 1, 2024 10:20 am

From Motley Fool[1]
Seems to be about data storage centers and the one they revealed was Pure Storage PSTG
“The world needs AI factories in every single country. This new industry of producing intelligence is one of the greatest opportunities I’ve ever seen.”
– Jensen Huang, Nvidia CEO and AI billionaire

It’s the physical epicenter of the artificial intelligence revolution…

The backbone of cloud computing[2]… cryptocurrency… e-commerce… and the entire multi-TRILLION-dollar global digital economy…

And it’s utterly different than any other AI opportunity we’ve covered previously.

Flip the off switch on this ONE critical piece of digital infrastructure and you’d be saying goodbye to Spotify… Netflix… Amazon… Bitcoin… and yes, even ChatGPT[3].

I’m talking about AI factories.

And industry insiders believe we’re about to experience an all-out building boom, with new AI factory projects potentially “increasing sixfold in the next three years.”

In dollars and cents, Nvidia CEO Jensen Huang predicts that industry-wide spending could balloon to $1 TRILLION within the next five years or less!
Now listen – if that just looks like a bunch of warehouses to you…

Well, I get it… and the truth is, you’re not far off!

But the REAL value is what lies within…

Because inside these utterly ordinary buildings is an overwhelmingly complicated, incredibly powerful technology that underpins the entire global digital economy – a market that the World Economic Forum estimates will hit $20.8 TRILLION by next year.

In other words… the ULTIMATE pick-and-shovel play of the 21st century!

Source URL: https://www.stockgumshoe.com/2024/10/microblog-any-ideas-on-the-ai-factories-the-ultimate-pick-and-shovel-play-of-the-21st-century-teasers/