Nobody is "missing" anything. There are migrations to the cloud, but AI growth is on top of that. AI computing capacity is doubling every seven months. https:/

Nobody is "missing" anything. There are migrations to the cloud, but AI growth is on top of that. AI computing capacity is doubling every seven months. https://epoch.ai/data-insights/ai-chip-production https://epoch.ai/data-insights/ai-chip-production.