I haven’t heard a single data center operator say demand isn’t exploding. Every time capacity expands, it gets absorbed immediately. Yet there’s still a lot of AI midcurving. In my view, AI remains the primary driver of capital flows. $TAO will be the biggest hyperscaler
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I haven’t heard a single data center operator say demand isn’t exploding. Every time capacity expands, it gets absorbed immediately. Yet there’s still a lot of AI midcurving. In my view, AI remains the primary driver of capital flows. $TAO will be the biggest hyperscaler