The Largest AI Infrastructure Deployment in History Just Started

Multi-year investment cycle creating sustained positioning opportunities in specialized sectors

Hi,

What's happening right now in AI infrastructure spending dwarfs anything we've seen in technology history.

Microsoft alone committed $80 billion, but that's just the beginning of a multi-year capital deployment cycle that could reshape entire sectors.

The companies with secured capacity and proven execution capabilities are already positioning for sustained growth through 2026. Access full story here.

-Christopher

P.S. Institutional positioning suggests this cycle spans multiple years, potentially favoring early-positioned investors. You really need to read this before it's too late.