The transition from AI experimentation to production deployment necessitates a defensive rotation into infrastructure scarcity plays, as supply constraints create sustained pricing power across the compute stack. Current capital flows into AI applications ignore the deteriorating correlation between software innovation and hardware availability, establishing a multi-year investment cycle where infrastructure providers capture disproportionate value. Three structural mechanisms drive this thesis:...
Alpha Clusters
AI Infrastructure Scarcity
Supply chain constraints in AI compute infrastructure create sustained pricing power for semiconductor providers, with older chip architectures gaining value through software optimization rather than hardware obsolescence.
...and 2 more Alpha Clusters
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