Is AI/data centre missed train ?
I already have investments in some areas of data centres as a number of people, but there is a bigger picture which I didn't really bothered to see the full supply chain of data centres. Now I look at some of the companies they are reaching for skies and wondering if it is a missed boat. Perfect example MU, caterpillar, Cummins, Halma hell even Nokia. Some of the entry prices are scary.
What are people's thoughts and I am sure there will be comments about AI being a bubble