The DECA Download: 🤖⚡ AI infrastructure is no longer the boring trade.
🤖⚡ AI infrastructure is no longer the boring trade. This Deca Download examines the $10B, fully unlevered DECA Fund: modular GPU pods, just in time compute, recurring GPU refreshes and ring fenced SPVs built to own the physical layer of the AI buildout. 🔒
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The skinny
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