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AI Data Centers Become the New Hedge Fund Battleground:

hedgeco

2 months ago

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(HedgeCo.Net) Artificial intelligence investing is entering a new phase. The market’s first wave was dominated by a relatively simple trade: own the obvious winners. Nvidia became the centerpiece of that narrative, with investors piling into the company as demand for high-performance chips exploded and Wall Street rushed to price in a once-in-a-generation compute boom. For a time, the AI story looked almost singular. If investors wanted exposure to artificial intelligence, they bought the leadin...

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