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That $1Tn figure may be low-balling it.

If cloud services have a combined market cap of $250Bn, what's the future valuation of the entire AI sector? Bear in mind that AI has a limitless appetite for data centre capacity, burps, and asks for more. Which is what the big vendors—AMZN, AAPL, META, MSFT—are making a play for. All with market caps north of $1Tn each, so essentially bottomless asset pits to borrow against.