$TAO is becoming more interesting to me after seeing Nvidia raise $25B in bonds. My take: The AI narrative is evolving. We're moving from "which AI app will win?" to "who will own the infrastructure?" Nvidia, Amazon, Meta and Alphabet are pouring billions into data centers, chips and computing power. That's why projects like Bittensor keep showing up on my radar. If AI continues growing, the infrastructure layer could become one of the biggest beneficiaries. Of course, there's also risk. If AI adoption slows down, all this spending could become a heavy burden. But if the trend continues, we might still be early. Will infrastructure outperform AI applications over the next few years? #Nvidia #BingX #AI #TAO