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Distilling high-signal intelligence into digestible insights.
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The Big Picture: A Genuine Technological Revolution
Redpoint opens with a bold framing: AI is not hype — it's a capital expenditure wave comparable to railroads, electrification, and the internet. Hyperscaler CapEx is projected to hit $765B in 2026 and $779B in 2027, growing at a 36% CAGR from 2024. Critically, they argue this is not a dotcom bubble repeat. Unlike 2000, where fiber utilization was…