I don't usually call anything "easy money," but the demand trend behind AI compute seems hard to ignore.
My top pick in the space is still $NEBIUS(NBIS)$ , though the broader ecosystem of AI clouds, neoclouds, and data center providers could keep benefiting as companies race to secure capacity.
Not every player will win equally, and execution will separate the leaders.
But with demand for compute still accelerating, the entire infrastructure layer looks positioned to benefit.
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