"Chips in an AI center have a useful life of between 3-5 years before they are outdated."
"So the question: how to play it?"

Is NVDA the big-dog for data center chips ? But that is probably too obvious,
as the NVDA valuation ( P/e) will be high. Reading that there are high costs borne
by the local population wherever these data centers go in. Ground-water to help
with cooling all of those racks of equipment, electrical bills going up for every
consumer ( although that is happening everywhere ), heavy light and noise pollution
from the data center infrastructure ( but noise might go down after the heavy
construction phase is complete ). So there will be mounting costs for these
data centers. Bribing the local pol's seems to be relatively cheap, but gotta think
there are going to be a lot of costly lawsuits coming from grassroot opposition.
Data centers might become the modern nuclear power plant, fierce grassroot
opposition.

I think I'll just be content to participate via QQQ, SPY, and OEF. I have a "fun"
position in NVDA, just to track it and as a reminder to kick myself in the butt for having traded in and out 3 or 4 times,lol.

Macroeconomic Trends and Risks FAQ

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