Charlie Munger

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Edge A.I. Infrastructure and the Limits of Hyperscale Thinking

As hyperscale data center investment reaches record levels, infrastructure investor Neel Khokhani argues that the industry's relentless pursuit of concentration is accumulating a form of risk that efficiency metrics were never designed to measure. Khokhani contends that the future of compute will be defined by what gets built closer to the ground.
By Neel Khokhani

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