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INFRASTRUCTURE

Data centers, cloud, networking

Data centers, cloud platforms, networking. McKinsey estimates $7T in AI infra capex through 2030. The Stargate initiative ($500B) is the single largest infrastructure commitment in history. GPU-native clouds like CoreWeave are disrupting hyperscalers.

AWSMicrosoft AzureGoogle CloudCoreWeaveLambda LabsOracle CloudStargate InitiativeDigital RealtyEquinixBrookfield