China's AI related exports hit $720B over 12 months a record. Data center components server racks and power infrastructure are the products driving it. Software margins compress. Physical compute stays constrained. Every new model announcement is another purchase order for hardware nobody can build fast enough. The AI cycles biggest winner isnt writing code. Its running a factory.
Zach HumphriesShare
Source:Show original
Disclaimer: The information on this page may have been obtained from third parties and does not necessarily reflect the views or opinions of KuCoin. This content is provided for general informational purposes only, without any representation or warranty of any kind, nor shall it be construed as financial or investment advice. KuCoin shall not be liable for any errors or omissions, or for any outcomes resulting from the use of this information.
Investments in digital assets can be risky. Please carefully evaluate the risks of a product and your risk tolerance based on your own financial circumstances. For more information, please refer to our Terms of Use and Risk Disclosure.