AI Boom: Where the True Winners Are – and Where the Bubble Threatens!

The AI frenzy has entered a new phase. No longer are the developers of language models in the spotlight, but their suppliers – those companies providing electricity, steel, storage, and chips. This week, however, demonstrated how narrow the gap between euphoria and disillusionment has become: record figures and a brutal stock price plunge occurred on the same days. The data center industry benefits the most . Core Scientific , once a Bitcoin miner, is rapidly transforming into a landlord of AI infrastructure and secured a deal with chipmaker...