The tech boom was really about infra back in the day which is why Cisco et al hardware providers did incredibly well until they didn't. It's already been talke

The tech boom was really about infra back in the day which is why Cisco et al hardware providers did incredibly well until they didn't. It's already been talked about that the current iteration of deep infra spend could very much be a loss as an investment but might live on in other ways in the future. The counter argument is that any serious hyper scaler has to spend to be at the table if they believe their own marketing spiel about growth and opportunity.