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Yeah. Hyperscalers who are building compute capacities became asset heavy industries. Today's Google, MSFT, META are completely different than 10 years ago and
by kalap_ur 8mo ago
Yeah. Hyperscalers who are building compute capacities became asset heavy industries. Today's Google, MSFT, META are completely different than 10 years ago and market has not repriced that yet. These are no longer asset light businesses.