In a gold rush, sell shovels. In this gold rush, we'll see that Azure, OpenAI, Google Cloud, AWS, NVIDIA, and a few other SaaS vendors who sell the nuts and bol

In a gold rush, sell shovels. In this gold rush, we'll see that Azure, OpenAI, Google Cloud, AWS, NVIDIA, and a few other SaaS vendors who sell the nuts and bolts will end up being winners. And as always, VC dollars will go directly to the infra-providers.