Post by Arbra

Tech is turning into a physical industry, where access to power networks, datacentres and turbines determines who can scale AI the fastest. Arbra's Investment Principle, Akul Khullar, shares why investors should look beyond the algorithms to determine where the constraints lie, and where the strongest signals for future growth will come from. Read the full piece on our website: https://lnkd.in/epkF4zCy #Tech #AiBubble #Investing