The third leg of AI’s infrastructure race isn’t silicon or power. It’s capital

The artificial intelligence arms race has spent the last two years obsessed with a duopoly of constraints: the desperate hunt for Nvidia Corp. silicon and the grueling wait for grid-scale megawatts. In the Valley, the mantra was simple: If you have the chips and the juice, you’re winning. But as the market matures from experimental […] The post The third leg of AI’s infrastructure race isn’t silicon or power. It’s capital appeared first on SiliconANGLE.