Your Capex Is My Opportunity

Compute is power plus chips. That's the product behind every AI buzzword, and it's the layer the market still hasn't fully priced. Jordi Visser frames AI as a five-layer cake with models and software on top and physical infrastructure at the base. Bitcoin miners spent the last decade building that base. Power contracts, land, substations, cooling, and operational experience running high-density compute. The picks-and-shovels trade in AI sits one layer below the software names.

#Bitcoin #BitcoinMining #AIInfrastructure #Compute #DataCenter

Видео Your Capex Is My Opportunity канала Simple Mining