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As artificial intelligence (AI) continues to revolutionize industries, the need for robust AI infrastructure becomes crucial to unlocking its full potential. The global AI infrastructure market is primed for explosive growth, with an impressive 30.4% compound annual growth rate (CAGR) forecasted from 2024 to 2030. Plus, in a recent bullish note, Oppenheimer analyst Timothy Horan highlights that the fierce competition among hyperscalers to build cutting-edge AI models is causing AI infrastructure shortages, driving up capital expenditures and fueling solid cloud growth. As companies pivot away …

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