In the AI Gold Rush, I Would Rather Own the Shovels
The model companies may define the future, but the suppliers of chips, power, cooling, and materials may offer the more durable investment opportunity.
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Author: George F
Rocket Capital 创始人，交易者与研究者。关注趋势交易、价值投资、AI 基础设施，以及 AI 如何改变金融、商业和个人的工作方式。
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