🐋 WHALE WATCH : The real winner of the AI hype cycle so far? The manufacturing supply chain.


Chinas AI related exports just smashed records hitting -$720 billion over 12 months. Data centers componentry server racks, and power tech are flying out the door faster than anyone can build them.
While software margins get squeezed physical compute hardware remains the tightest bottle cap on Earth.
Build the future all you want but somebody has to ship the hardware.
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