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“More of every data center gets pre-built and tested in Taiwanese factories before it ships, and the integrators that own that assembly line keep taking a bigger cut of the AI buildout.”
Source
Dwarkesh PodcastYouTube“Dylan Patel — The single biggest bottleneck to s…”112:14
“the main factor is going to be for reducing the number of people is modularizing things and making them in factories in Asia... these areas are going to ship more and more built-out sections of the data center”
Performance
Entry$69.99
Current$104.86
Since call+49.82%
Confidence72%
How this was scored
Entry$69.99Mar 13, 2026 · 16:26 UTC · paste.trade
Resolution$104.86Jul 3, 2026 · 13:33 UTC · resolve-claims-cron
Horizonnot specifiedparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
ResolvedJul 3, 2026 · 13:33 UTC
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.