Good summary of potential opportunities in the Data Centre space.
While the major beneficiary being Nvidia with their meteoric rise this year, if you break down the value chain a lot of ancillary players should do well.
And this is gonna be a dominant theme over the next 5-10 years as usage of Data & AI explodes
https://twitter.com/Vismaya9999/status/1773658209976279351?t=-PtQzcvIi7UpdM2J0a1fhQ&s=19
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