AI Is Becoming a Utility Business. Coatue Shows the Math.
Coatue shows AI looking less like software and more like a utility. A frontier lab on one table, who buys the intelligence, and why…
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Tag: AI infrastructure
How Do You Measure an Age? Coatue’s Answer Is Gigawatts
Coatue argues the AI buildout is an age, not a cycle, and measures it in gigawatts. What its capex slides show, and the one…
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