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this sankey diagram is missing one of the most critical parts of where the ai money is going
Where does money invested into the AI buildout actually go? For every $100 flowing into the supply chain: - $50 to chips - $20 to power - $15 to networking - $15 to cooling, buildings, and land More charts in State of Markets II: https://www.a16z.news/p/state-of-markets-ii https://x.com/a16z/status/2105752116757422375/photo/1
