Beautiful Bill just triggered $500B AI infrastructure boom
Hyperscalers committing massive capex... but there's a catch...
Hey there,
Trump's "One Big Beautiful Bill" just unleashed a $500 billion AI infrastructure buildout that will reshape the entire tech landscape.
Hyperscalers are committing $325 billion in capital expenditures, but the real winners aren't the obvious tech giants everyone expects. Access full report here.
-Tom
P.S. When AI data centers need massive computing power, the infrastructure plays become more valuable than the AI companies themselves. You really need to read this report before it's too late.