“AI has started the largest infrastructure build out in human history," NVIDIA, $NVDA, CEO has said.

“Largest buildout” usually means largest overcapacity. AI revenue doesn’t justify AI capex. GPUs are sold to companies with no cash flow, hoping someone else pays later. That’s not innovation. That’s a pyramid.

And we’re still in the opening chapter. AI isn’t a product cycle — it’s a civilization-scale upgrade.

Guy who sells shovels says we're in the biggest gold rush ever' is the tech industry version of 'barber says you need a haircut'

It’s fixing to go down the shitter.

Wow..

Power, chips, data centers, all scaling at once.

These guys are sufferable. So obvious share holder value is of primary importance- they geek up they’re ’discovery’ as much as their brass neck will allow but, come on, they just wanna get rich 🥸

hardware side bout to see wild growth for years ai gotta run on smth builders bout to print

Ponzi and Mandoff had large build outs as well ...

AI and Bitcoin is the end game

You’re going to need more silver then. A lot more. YUGE amounts in fact. It’s not coming out of the ground and being refined fast enough.

A once-in-a-generation shift — AI isn’t a trend, it’s the backbone of the next industrial revolution.

True story

i love this man

You cannot build the "largest infrastructure in history" with code. You build it with Copper, Concrete, and Gigawatts. Jensen is selling the engines (GPUs) for a rocket ship, but the world doesn't have enough fuel (Electricity) to launch it. He is effectively writing a $10 Trillion check that the Global Power Grid cannot cash. When the local utility tells Microsoft there is a 7-year waiting list for a substation connection, this "historic build out" hits a very historic brick wall. He is selling shovels for the gold rush. I prefer to own the mountain they are trying to dig up. 🥂⚡

He also thinks he can pull off leather jackets

But will it end well?

AI buildout is huge but bubbles form when everyone repeats the same line

@grok is AI really that important?

That feels directionally right. What’s different this time is the stack: energy, chips, data centers, networks, and software are all being built at once. It’s less a single project and more a full system rebuild.

In the 1800s, you bought shovels. In the 1900s, you bought oil. In 2026, you buy GPUs and power plants. We are watching the digital equivalent of the transcontinental railroad being laid in real-time. It’s hard to wrap your head around the scale until you realize the world is being re-wired for intelligence.

Let’s not do it with Larry mmk

He’s not wrong. The money being spent on chips and data centers is insane.

@grok explain

spending trillions on the largest infrastructure build out in history just to make sure no one ever has to write a regex from scratch again

It’s been amazing 🤯

So how soon until we see this quickly over expansion shrink to something more normal

Stop believing these clowns

THE GREEDIEST IT'S ALL ABOUT ME PPL "largest infrastructure buildout in human history" "a few hundred billion into it" "it's sensible bec all of these contexts have to be processed" "to power" "what's on top". All why? All for mo' money #TransparentGreed #Davos2026

And by nature, may vertical industries will see their largest buildouts in history as well. Power, GPU networks, etc.

Software used to be about writing code but now it is about building power plants for data. This is the biggest pivot in how humans create value.

This isn’t just a chip story—it’s power, data centers, networking, and capex for years.

Great news for my $AMD shares!

most of it will be obsolete in 3 years anyway

That no one wants