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What is the AI layered cake?

My model of the AI market: chips, compute, cloud, data centers, energy, data, models and software, stacked. Every layer must rise together, and any 1 layer can choke the rest. Most people price the top layer, the software. The money and the risk sit in the layers below.

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Answered by Igor Beuker · independent futurist · 84% Prediction Accuracy Rate

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