AI is minting fortunes—and the next wave won’t come from “apps,” but from the 5 profit engines powering the entire buildout: hyperscale infrastructure, dependable energy, strategic materials, healthcare AI, and physical robotics. In this breakdown, discover how record AI capex fuels servers, GPUs, optics, cooling and networks; why power is the new bottleneck; how rare-earth magnets and localized supply chains unlock robots; where healthcare AI turns data into outcomes and recurring revenue; and how embodiment—warehouses, mobility, humanoids—converts inference into real-world cash flow. Expect actionable markers to track: capex guides, interconnection wins, on-site generation, materials offtake, provider rollouts, service-hour growth. Miss these signals and you’ll miss the move.
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