The $645B question: Who REALLY wins the AI race?
While everyone's watching the Big 4 pour three-quarters of a trillion into AI infrastructure by 2026, the real story is happening one layer down.
Amazon: $200B
Google: $180B
Microsoft: $140B
Meta: $125B
But here's what nobody's talking about →
The infrastructure providers are about to have the biggest payday in tech history. When tech giants compete, the suppliers WIN.
Cisco's selling to ALL of them. So is Coherent. And Credo Technology.
It's the classic "gold rush" play... except this time, the shovels are optical transceivers, switches, and data center interconnect solutions.
Notice how diversified the supplier exposure is?
That's not an accident. The tech giants learned from past supply chain nightmares. They're spreading the wealth (and the risk).
The plot twist: NVIDIA isn't just selling GPUs anymore. They're in the data & power connector game now. Vertical integration at its finest.
Bottom line: Don't just follow the CapEx. Follow the components. The companies enabling the AI infrastructure build are playing a different game, one with less headline risk and more diversified revenue streams.
Who's your dark horse winner in this race? 👇
Other platforms have banned videos from @JenniferSey! And yeah, the $10 million the Super Bowl wants is out of reach. But I think this deserves the best of the best award. The only way any of us can see it is by showing each other. Which I will do!!
.@SenEricSchmitt tells off the co-president of a woke, Soros-funded NGO trying to block and tackle for Somali fraudsters
First, he points out that "Public Citizen" declaring ICE operations to be racist doesn't mean much, given that they have previously said that basically everything is racist, including D.C. not being a state and the phrase "law and order."
"You use racism to intimidate people to get your way. And it's not 2020 anymore. The American people are over it. So what you're gonna find is we're going to prosecute -- and it has nothing to do with race -- we're gonna prosecute because fraud was committed on a level that is so offensive to this country.
Your words that don't mean anything aren't gonna stop what's coming. And I want you to take that back to George Soros and all these ridiculous funders you have to try to muddle the issue. Because justice is coming. And, by the way, if I have it my way, we will denaturalize all these fraudsters and send them home."
Dr. Peter Attia & Dr. Rhonda Patrick recently unpacked one of the most misunderstood debates in longevity science.
After years of low- vs high-protein arguments, they explained what actually matters for living longer and staying functional.
Their 12 key insights:
BREAKING: New footage out of Iran shows Iranians clashing with the Islamic Republic, while chanting: “We are many, we are victorious, Long Live the Shah” ”Death to Khamenei.”
Do not stop talking about Iran.
Between April 2023 and March 2024, the value of residential property in the United States sold to foreign buyers totaled $42 billion (NAR)
Why?
Why are we using our tax dollars to back mortgages for non-US Citizens when we are allegedly short in housing supply?
Homeland Security Investigators and FBI agents arrested Nekima Levy Armstrong who played a key role in orchestrating the Church Riots in St. Paul, Minnesota.
She is being charged with a federal crime under 18 USC 241.
Religious freedom is the bedrock of the United States - there is no first amendment right to obstruct someone from practicing their religion.
A message from Venezuelans to Hollywood celebrities who have been spreading propaganda about our tragedy for decades while cosplaying as righteous revolutionaries CC @MarkRuffalo@mrdannyglover@SusanSarandon@NaomiCampbell
Erfan Soltani is scheduled to be executed by hanging in Iran in 48 hours.
He was arrested in Karaj on January 9 for taking part in the protests. His family was given just 10 minutes to say goodbye. No lawyer. No fair trial. Days later, the Islamic regime sentenced him to death.
Reports now warn the regime is preparing public hangings to terrorize the population. More than 10,000 protesters have been arrested since the start of the 2026 uprising. Many could face the same fate.
The only thing this regime fears is global scrutiny.
Be their voice. Share their names. Expose these crimes. Silence is a death sentence.
Cardinal Dolan says he spent the past week studying Charlie Kirk’s life, and the more he learned, the more he saw him as a modern-day Saint Paul.
A fearless missionary, a passionate evangelist, and a true hero.
“When I heard the tragic news, I said, ‘I wonder who he was.’ And then all of a sudden, this overwhelming, this overwhelming sense of sorrow and kind of renewal.”
“And I thought, I gotta learn about this guy. And the more I learned about him, I thought, this guy's a modern day Saint Paul. He was a missionary, he's an evangelist, he's a hero.”
“He's one that knew what Jesus meant when he said, the truth will set you free. And to do it, Now, I understand he was pretty blunt and he was pretty direct. He didn't try to avoid any controversy. He didn't even try to avoid confrontation. The difference is the way, the mode, the style that he did it, always with respect.”
Charlie Kirk says the Left will use Islam to bring down America
“The spiritual battle is coming to the West and the enemies are woke-ism or Marxism combining with Islamism to go after what we call the American way of life”
“The American way of life is very simple. I want to be able to get married, buy a home, have kids, allow them to ride their bike till the sun goes down, send them to a good school, have a low crime neighborhood, not to have my kid be taught the lesbian, gay, transgender garbage in their school. While also, not having them have to hear the Muslim call to prayer five times a day. That's important.”
“These two threats are combining forces to come after us.”
Not ONE SINGLE STUDENT can do math at grade level in 53 Illinois schools and Pritzker instead boasts about his WOKE priorities
“We brought LGBTQ into our schools so that all students now learn about the contributions of queer and transgender communities”
The man is an IDIOT