[AI]■ STORY TIMELINE
AI INFRASTRUCTURE BOOM ENTERS RISKIER PHASE
The surge in AI infrastructure spending is hitting physical-world constraints, signaling a transition into a more uncertain phase of development. Parnassus Investments CIO Todd Ahlsten says opportunities now extend beyond chips and data centers.
Bloomberg Tech+0m
The AI boom is colliding with the limits of the physical world, creating opportunities well beyond chips and data center…