The Physical Constraints Behind the AI Supercycle
Episode 1: The Physical Constraints Behind the AI Supercycle
The AI supercycle is not a single technology trade. It is a multi-year capital allocation event, and the physical infrastructure behind it is being repriced across semiconductors, data centres, power systems, critical materials and macro conditions simultaneously.
In this opening episode, Tim Hardwick introduces the central thesis behind QF-MI Market Intelligence: financial markets and physical infrastructure operate on fundamentally different clocks. Stocks can reprice within hours, while fabs, power stations, mines and grid…
The skinny
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