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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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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