81% Surge: The AI Infrastructure Bombshell
Tech giants' $180B spending spree is just the start...
NVIDIA just jumped 3% on massive news...
But the real story isn't about their stock price.
Dell'Oro Group's latest analysis reveals something far more significant:
81% year-over-year surge in AI infrastructure spending
$180 billion buildout by year's end
Multiple AI clusters being constructed simultaneously
What's driving this unprecedented expansion?
-Christopher
P.S. "These cloud providers are spending many billions..." - Baron Fung, Dell'Oro Group Senior Director. See what's really happening. CLICK FOR FULL STORY »