(HedgeCo.Net) For much of the past decade, the artificial intelligence revolution has been framed as a software story—algorithms, models, and applications transforming industries at an unprecedented pace. Investors poured capital into AI startups, semiconductor firms, and cloud platforms, betting on a future defined by digital intelligence.
But a profound shift is now underway. The focus of capital is moving away from software and toward something far more tangible: the physical infrastructur...
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