compute-driven economy

Despite geopolitical headwinds and market pullbacks, the economy’s shift to a compute-driven model offers investors opportunities. Companies building essential digital infrastructure, like cloud computing and AI, exhibit secular growth resilient to short-term shocks. Dominant players in this space, such as Amazon with AWS, demonstrate sustained performance by providing mission-critical services with inelastic demand. This structural transformation in reliance on computing power presents a long-term investment thesis.