Martin Casado, Raghu Raghuram, and Ben Horowitz on what the hyperscalers can see that others cant, and why they're going to spend a trillion dollars on it: "The demand for AI is basically infinite, and as a result of that, every part of the supply chain is under duress. Everything, including materials used to make things like memory." " Even the business model of the AI wave is really putting a lot of stress on the existing systems because they weren't built for AI, they weren't built for…