The Parallel Processing Revolution: The Defining Technology of the 21st Century
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The most important photo in AI
Sender: Porter The $400 billion AI clue Who can supply 7 nuclear reactors' worth of power? Preview: This $400B Texas project just changed everything for AI investors... Take a look at this photo... It might be the most important construction project of the decade: This is OpenAI's $400 billion "Stargate" project in Texas - a 7-gigawatt data center the size of a small city, designed to power the next generation of artificial intelligence. 7 gigawatts - that's the energy output of seven nuclear reactors, all for a single AI facility. And it's not just OpenAI building these data centers. Mark Zuckerberg recently revealed Meta's plan to build a data center the size of Manhattan. Microsoft. Amazon. Google. Oracle. They're all in an all-out arms race to dominate AI - not necessarily with smarter software, but with bigger, faster, more powerful infrastructure. And I'm telling you right now: The real winners of this race aren't going to be the flashy tech giants everyone's talking about. Why? Because there's simply too much competition at the top. Everyone's building their own AI platform. Sprinkle in the fact that there's an unbelievable amount of investor hype and expectation baked into their stock prices. Meanwhile, the true constraint - the very thing every single AI model depends on - is infrastructure. Steel. Concrete. Fiber optics. Transformers. Liquid cooling. Power plants. Rare earths. Miles of cable. Billions of watts. All of it has to come from somewhere. And that's where I believe the real money will be made. Feel free to follow the crowd. Chase the same tech stocks as everyone else. But I know my readers will be following the capital flows - the hundreds of billions of dollars pouring into the physical backbone of AI. My team and I have identified eight companies at the center of it all. They're not household names. And they certainly won't endear you to your liberal, green-energy-loving coworkers. But they are absolutely critical to making this future work. And they might just be the smartest investments you make this decade . Click here to stream The Final Frontier - my full exposé on the AI gold rush happening behind the scenes. Happy investing, Porter Stansberry.