Why the AI Boom Is Just Getting Started

what was scary for OpenAI and Anthropic fighting these big companies like Google was they had these huge cash cows and to both of the management teams, credit at OpenAI and Anthropic, they were able to work in these super capital-intensive industries and find ways to raise capital.

ASML as critical intellectual property. You can't make a chip without their lithography.

in the power supplies, every Nvidia chip or rack uses 50 to 125% more power. And like literally that drives the ASPs of Delta and Advanced Energy.