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Where AI Infrastructure Investment Money Goes
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Where does money invested into the AI buildout actually go? For every $100 flowing into the supply chain: - $50 to chips - $20 to power - $15 to networking - $15 to cooling, buildings, and land More charts in State of Markets II: https://a16z.news/p/state-of-markets-ii https://x.com/a16z/status/21057521167574…
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