Investors need to look beyond the ‘bragawatts’ in AI infrastructure boom
AI基础设施热潮中，投资者应超越“兆瓦炫耀”表象
As investment rush accelerates, the winners will control inputs unlikely to be commoditised
随着投资热潮加速，真正的赢家将掌握那些难以被商品化的关键投入要素。
The writer is global head of digital Infrastructure for KKR
作者是KKR的manbetx app苹果
数字基础设施负责人
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