The AI Bottleneck No One Is Talking About
Автор: Dumb Money Live
Загружено: 2026-02-09
Просмотров: 15640
Описание:
Everyone is chasing Nvidia, AMD, and the hyperscalers — but the real bottlenecks in AI might be hiding deeper in the supply chain.
One Japanese company quietly controls nearly 90% of a critical material used in next-generation semiconductor packaging — the kind that keeps faster, hotter chips from failing. Nvidia’s CEO even paid them a visit.
This isn’t the obvious AI trade. It’s the infrastructure beneath it.
And sometimes the most overlooked layer is where the opportunity lives.
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#investing #trading #nvidia #ai #nittobo
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