It should be abundantly clear to you by now that AI Factories are the next massive growth vector for the AI infrastructure buildout.

Penguin Solutions ($PENG) is one company I think will be a huge beneficiary of this buildout and the below article discusses (1) what Penguin Solutions does, (2) its key partnerships and advantages, (3) and how I'm thinking about valuation.

I think you'll really enjoy this one.

I've also made my Substack subscriptions cancellable within 7 days and have also given new subscribers a free read, so for all intents and purposes you can absolutely read this article for free and hope you find it helpful.

I've also listened to a lot of your feedback and have reduced the subscription price to 7.99 (from 15 previously). Hopefully you find that reasonable for what I think is good value!

- OGC