Nutty (@nuttycld): "A sharp supply-chain lens from @PhotonCap. AI capex is not one trade. It breaks across layers, and each bottleneck creates a different winner."

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Nutty

May 12

@nuttycld

A sharp supply-chain lens from PhotonCap.

AI capex is not one trade. It breaks across layers, and each bottleneck creates a different winner.

PhotonCap

The Real Beneficiaries of Azure +40%, AWS +28%, GCP +63%: The Hardware Supply Chain Map Behind $580B in Cloud Capex

May 12

at

8:06 AM

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