Siphon State of AI 2025 🤖AI Compute is King, U.S. Capital vs. Chinese Engineering, Datacenter Euphoria and more! Michael SpencerOct 13, 2025∙ Paid9018ShareHeader image: a Semiconductor boom and an accelerating demand for compute signals a multi-year capital allocation of tremendous vigor. Try AI Supremacy PremiumIf you enjoy my effort of covering/curating and commenting on th…Continue reading this post for free, courtesy of Michael Spencer.Claim my free postOr purchase a paid subscription.PreviousNext
