Someone wanted to learn this too, so Grasp built them a personal learning path.
You can keep exploring this one or create a path like this one shaped around you.
Recommended resources
Module 2
GPU & AI Accelerator Fundamentals
Module 3
AI Data Center and Networking Infrastructure
Module 4
Hyperscaler & Cloud AI Platforms
Module 5
Unit Economics of AI Hardware
Module 6
Financial Models of AI Service Providers
Module 7
Competitive Moats & Strategic Analysis
Module 8
Market Sizing & Demand Forecasting
Module 9
Investment Due Diligence Framework
Module 10
Advanced Valuation for AI Infrastructure
Module 11