The super-scaler hyperscalers competing in data centers will not be the companies making the most money from AI; instead, the companies that capture and benefit from AI usage will be the primary beneficiaries.
causalpending
Speaker
Ray DalioEvidence Quote
“it's not going to be the Super scalers I think that are going to make all that money... it's the usage [9:58]”
Source
Ray Dalio and Salesforce’s Benioff on AI, trade wars and new world order— CNBC International LiveCreated: 8/11/2026, 5:33:25 AM
My Notes
Loading notes...