Is Wall Street's massive bet on AI data centers a smart move or a dangerous one?
Nvidia formed a roughly $500 billion financing alliance with firms including Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs and KKR to fund a huge buildout of AI data centers.
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Picks and shovels play that I think will survive bumps in the road of massive AI growth
huh?
As long as demand keeps growing for AI capacity, they'll be fine, and I don't see demand slowing anytime soon.