Colony: AI Investment Will Continue Despite Tech Selloff
THE SO WHAT
If custom silicon really starts to erode Nvidia’s moat, value migrates up the stack—operators should assume model and infra volatility but durable spend on software that wraps it. The risk is organizational, not technical: teams that don’t re-architect for AI-native compute patterns will feel like they’re in a downturn while capital is still flowing around them.
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