AI infrastructure & NVIDIA inference cycle (GTC $1T TAM)

Samsung 8x AI chips/Terafab; MSFT pauses/bubble layoffs; SotaTek MSP infra pitfalls; OpenAI $122B/Claude leaks; Oracle agentic; NVIDIA/Marvell/Arm; hyperscalers capex/power/helium/60k layoffs; SpaceX orbital. Watch pricing/efficiency.