Brains to Brawn

Brains to Brawn While hyperscalers (Amazon -AMZN, Alphabet- GOOGL, Meta – META, and Microsoft – MSFT) and NVIDIA continue to command headlines and trillions in market valuation, the real stock market action has shifted toward smaller companies solving critical datacenter bottlenecks. The first bottleneck was Nvidia chips, the brains of AI, but the spectacular growth […]