Computing demand keeps exploding—far exceeding current supply capacity. Meanwhile, the market's obsessed with bubble narratives, which completely misses the real picture.

There's genuinely massive value sitting unclaimed right now. Leading AI service providers are positioned perfectly to capture this wave. As supply constraints ease and enterprise adoption accelerates, their revenue streams will scale dramatically. The friction points everyone's worried about? They're actually just early-stage market inefficiencies ready to be solved.

The real opportunity lies in how fast these players can monetize the infrastructure gap before competition catches up.