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The Shovel is Real: Why AI is the New Layer of Compute

Summary by Puget Systems
GTC was intense, and there is a massive debate raging right now: Is AI a bubble? Is Jensen just a shovel salesman? Or are we looking at the new bedrock? The post The Shovel is Real: Why AI is the New Layer of Compute appeared first on Puget Systems.
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Puget Systems broke the news on Thursday, April 23, 2026.
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