How Palantir is capitalizing on “gravity-defying capex” going into AI.

It's really gravitydeying how much capex is going into AI and Palunteer is capitalizing on that. If you look at just Amazon, Alphabet, Microsoft, uh, and Meta, they invested 82 or 88 billion in capex in the last quarter in AI and data infrastructure. And there's no signs of this stopping anytime soon.Everyone always first blush wants to react and say, "Hey, the spending can't continue." But the reality is that it is continuing. I think the real key bottleneck for AI now becomes energy, not necessarily chip ...