🚨 AI MARKET REALITY CHECK
Cloud giants are printing:
Google +63% | Azure +40% | AWS +28%
Microsoft AI → $37B (+123%)
Google backlog → $460B
But OpenAI missed targets… 👀
🧠 What this means:
The AI stack is splitting
• Infra layer = massive profits
• App layer = competition + pressure
Same pattern we saw in crypto:
💰 Infrastructure wins first
📱 Applications fight later$META
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