181 Are the data centers actually powering AI?
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181 Are the data centers actually powering AI?
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Summary
Are the data centers actually for LLMs? I have my doubts and our friend @gregisenberg also tells us 30+ observations on the greatest opportunities in AI agents right now. and as always Hedgie gives us some great content
Do you actually think these data centers are for LLMs?
https://x.com/HedgieMarkets/status/2054360727767674904
https://x.com/gregisenberg/status/2054584280848769413
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