A couple of others I can think of:
- Crypto-boom of 2016ish: GPUs/mining rigs
- LLM/AI hype nowish: User generated data
- 90’s dotcom bubble: Server space
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LLM/AI: also GPUs.
I was thinking that, but figured I’d go for input data instead for the sake of variation.
Can’t sell something they can easily steal and get away with it.