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The AI infrastructure landscape presents a multifaceted investment opportunity, driven by the rapid advancement of artificial intelligence technologies. AI infrastructure can be confusing, so we break it down for you into three primary layers: Hardware, Data Infrastructure, and Applications. Think of these layers as the buildout of a “modern city”, and an opportunity to diversify across your AI investments: 1️⃣ Hardware: Consider this the city’s underlying infrastructure and utilities, such as the power lines, water pipes and roads. This translates to powerful processors like CPUs and GPUs, along with high-speed memory, storage solutions, and custom AI chips. 2️⃣ Data Infrastructure: This includes the vast area of city planning and architectural design, data administrative centers that store city plans, and maintenance crews who work to ensure the city remains functional. In AI terms, this equates cloud platforms, foundational models, and specialized databases that manage and process large datasets needed to train and deploy AI models. 3️⃣ Applications: The most visible part of a city includes buildings tailored for specific purposes such as hospitals, schools and businesses – where services meet user needs. Translate this to business and consumer apps, including those specific to various industries which is potentially the largest segment but also the most competitive.

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Vince Caruso

New to The Street Founder

3mo

I am an investor and big fan of Linqto

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