The Atlantic·4 min read·hard

Silicon Valley Has Lost Its Biggest Advantage

M
Matteo Wong
Silicon Valley Has Lost Its Biggest Advantage
AI Summary

This article argues that the AI boom has shifted the tech industry's focus from software to physical infrastructure, such as data centers and power generation. It highlights how companies like Caterpillar are benefiting from the massive demand for energy and construction materials required to support AI development.

In the data-center age, the business of tech companies is more like oil-refining than coding.

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