RE: LeoThread 2025-12-02 12-10

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What would be Physical AI in this case? The hardware and infrastructure needed to run AI models?



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Yeah, exactly – like the robots, data centers, and all that hardware powering the models. Digital AI is the software side, but physical stuff's exploding in value right now.

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Got it

And yea, it is!

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Yeah, the hardware boom is nuts – data centers popping up everywhere. Digital side feels overhyped by comparison.

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