Chapter 3: The Great AI Build-Out: Capacity, CapEx, and the Hyper-scaler Arms Race
Alliance Intelligence AI Super-cycle Special Research Report
We are now living through the largest private-sector infrastructure expansion in modern economic history, and most investors remain fixated on the software layer and crazy multiples to ‘vibe’ revenues. It’s understandable. Software has always been the visible face of the digital economy. But this time, the true story is hidden beneath the surface, insid…
