99% of Investors Miss The AI Backbone (My Full Map)

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Here is the $7 Trillion AI Backbone investment map that 99% of the market is missing. While everyone obsessively watches #nvidia #palantir and #tsmc , a silent capital wave is flooding into the physical facilities required to keep artificial intelligence and AI is alive, creating a once-in-a-generation opportunity in data centers, power grids, and industrial cooling. I expose the hidden “Facilities Layer” that McKinsey predicts will capture 40% of this buildout, explaining why the real winners of the next decade might not be the chipmakers, but the industrial giants building the foundation for #amazon, Microsoft, and Google. From liquid cooling plays like Vertiv to the massive energy demands fueling the grid, I reveal exactly how I am allocating capital to capture the full value of this revolution beyond just the hype.

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00:00 – Intro
00:06 – Data Center Growth
00:46 – Bill Gates on AI
01:35 – Goldman Sach’s Data Center Power Demand
03:03 – Construction to 3X in 3 Years
03:31 – McKinsey’s 7 Trillion Breakout
04:13 – Data Center layers
06:31 – Hyperscalers Role
08:02 – Compute Layer
10:06 – Facilities layer
11:56 – How I’d Invest in the 3 Layers
12:17 – Expected Growth
13:13 – $100 Breakout
13:55 – Expected Return
14:22 – Data Center ETFs

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All opinions expressed by Brian are solely provided as content. Do not treat any opinion by Brian as gospel that needs to be recreated. Brian is not a fiduciary or financial advisor. All financial topics are for illustration where the outcomes are not guaranteed or expected. There exists real risks in all forms of investment, so do your homework and make your own decisions.

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