Lets just go with the idea that the persuasive narrative to pretty much everything going on….Has been, Is still, and, for the most part remains …AI. Doesn’t matter if you focus on…..Silicon GPU/ASIC’s, Models, Vibe Coding, Data Centre construction, Cooling, Connectivity/Networking, Power, Private Equity financing, VC’s, SaaS cannibalisation….Whatever….the circularity of pretty much everything comes back...
