$NEBIUS(NBIS)$ $NVIDIA(NVDA)$ $Micron Technology(MU)$ $Intel(INTC)$ AI infrastructure spending is clearly a consensus among the hyperscalers and the Mag 7 at this point. A lot of that investment is being driven by the ongoing shift in data storage, distribution, and cloud services. These aren't speculative bets; they feel like well-informed business decisions. I have a hard time believing a multi-trillion-dollar industry is going to get this completely wrong. The idea that a narrative shift around AI modeling, like Kimi K3, is going to derail the entire AI infrastructure story just doesn't hold up to me.
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