Quote of the day by investor Warren Buffett on AI capex: "That's real money... That kind of money wasn't even put in the railroad business" — outlining his bullish long-term thesis on AI
THE SO WHAT
When Buffett compares AI capex to railroads, he’s telegraphing that hyperscaler spend is now true industrial infrastructure, not just IT budget. If you're building on this stack, plan for a world where power, land, and long-term capacity reservations become as strategic as cloud contracts.
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