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Is the AI bubble debate focused on the right question? We think the key issue is whether AI can lift productivity and growth enough to sustain today's extraordinary earnings. We favor expressing the AI theme through the scarce inputs every AI system requires: chips, memory, power and data center... show more

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23,986 views • 18 days ago •via X (Twitter)

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Nvidia continues to dominate the AI industry with record earnings, explosive data center growth, and massive demand for compute. But the bigger story is what’s happening globally behind the scenes. China is aggressively competing with the United States on AI infrastructure, power generation, and data center expansion and they don’t want to rely on American chips to do it. This is no longer just about stocks it’s a global race for AI dominance.

Nvidia continues to dominate the AI industry with record earnings, explosive data center growth, and massive demand for compute. But the bigger story is what’s happening globally behind the scenes. China is aggressively competing with the United States on AI infrastructure, power generation, and data center expansion and they don’t want to rely on American chips to do it. This is no longer just about stocks it’s a global race for AI dominance.

Kevin O'Leary aka Mr. Wonderful

12,462 views • 2 months ago

Markets are hitting all-time highs despite turbulence, inflation, and rising energy costs and the reason is simple: AI is now impacting every sector of the economy. Companies are proving quarter after quarter that AI is driving productivity and margin expansion. While others are trying to pick the winning AI model, I’m focused on the picks and shovels, power, data centers, land, and infrastructure. Every AI system needs energy, and that demand is only accelerating.

Markets are hitting all-time highs despite turbulence, inflation, and rising energy costs and the reason is simple: AI is now impacting every sector of the economy. Companies are proving quarter after quarter that AI is driving productivity and margin expansion. While others are trying to pick the winning AI model, I’m focused on the picks and shovels, power, data centers, land, and infrastructure. Every AI system needs energy, and that demand is only accelerating.

Kevin O'Leary aka Mr. Wonderful

23,721 views • 2 months ago

Marc Andreessen: "Productivity growth is about to go through the roof." "Productivity growth for the last 50–60 years has been basically at historical lows... Fundamentally, I think it's because we decided other things are more important." "We decided we didn't want nuclear power. We decided we didn't want a space program. We decided we didn't want cars that went faster than 55." "What we got in the last 50 years was hyper-acceleration in very specifically—chips and software. And then essentially stagnation in everything else." "If either the AI optimists are correct, or the AI doomsayers are correct, productivity growth is about to go through the roof." Marc Andreessen 🇺🇸 at Cisco AI Summit

Marc Andreessen: "Productivity growth is about to go through the roof." "Productivity growth for the last 50–60 years has been basically at historical lows... Fundamentally, I think it's because we decided other things are more important." "We decided we didn't want nuclear power. We decided we didn't want a space program. We decided we didn't want cars that went faster than 55." "What we got in the last 50 years was hyper-acceleration in very specifically—chips and software. And then essentially stagnation in everything else." "If either the AI optimists are correct, or the AI doomsayers are correct, productivity growth is about to go through the roof." Marc Andreessen 🇺🇸 at Cisco AI Summit

a16z

76,959 views • 5 months ago

🔥NVIDIA CEO Jensen Huang: "The AI bubble will come SOMEDAY. It’s just not today.” “It’s very unlikely in the next five years.” “It depends on how fast we can build.” "The challenge is that the rate at which we can build the infrastructure is limited by physical things." "The industry could build faster, but we don't have enough chips, memory, and data centers."

🔥NVIDIA CEO Jensen Huang: "The AI bubble will come SOMEDAY. It’s just not today.” “It’s very unlikely in the next five years.” “It depends on how fast we can build.” "The challenge is that the rate at which we can build the infrastructure is limited by physical things." "The industry could build faster, but we don't have enough chips, memory, and data centers."

Coin Bureau

45,201 views • 3 days ago

In the 20th century, power depended on OIL and STEEL. In the 21st century, power depends on AI, CHIPS and COMPUTE CAPABILITY. At AI Summit 2026 India, I spoke about why the GPU challenge is not just a ‘supply chain issue’ but a ‘sovereignty issue’. In the AI century, power will rest with those who control chips, compute capacity and data centres. Today, design monopolies, manufacturing concentration and export controls determine who gets access. India controls none of these critical levers. We have the talent. We have the ambition. We have the intent. We have the capital. But talent without compute is aspiration. And compute without sovereignty is dependence. The role of policymakers is not to slow AI down; it is to remove bottlenecks, diversify access, set clear national targets, and build sovereign AI infrastructure in India. This is not partisan. It is strategic. #IndiaAIImpactSummit2026 #AI #ResponsibleAI #ArtificialIntelligence #BharatMandapam

In the 20th century, power depended on OIL and STEEL. In the 21st century, power depends on AI, CHIPS and COMPUTE CAPABILITY. At AI Summit 2026 India, I spoke about why the GPU challenge is not just a ‘supply chain issue’ but a ‘sovereignty issue’. In the AI century, power will rest with those who control chips, compute capacity and data centres. Today, design monopolies, manufacturing concentration and export controls determine who gets access. India controls none of these critical levers. We have the talent. We have the ambition. We have the intent. We have the capital. But talent without compute is aspiration. And compute without sovereignty is dependence. The role of policymakers is not to slow AI down; it is to remove bottlenecks, diversify access, set clear national targets, and build sovereign AI infrastructure in India. This is not partisan. It is strategic. #IndiaAIImpactSummit2026 #AI #ResponsibleAI #ArtificialIntelligence #BharatMandapam

Raghav Chadha

70,153 views • 5 months ago

In this week’s #MarketTake, my colleague Natalie Gill, Portfolio Strategist at the BlackRock Investment Institute, breaks down why we think solid growth and the #AI buildout should buoy U.S. earnings 👉

In this week’s #MarketTake, my colleague Natalie Gill, Portfolio Strategist at the BlackRock Investment Institute, breaks down why we think solid growth and the #AI buildout should buoy U.S. earnings 👉

BlackRock

20,780 views • 9 months ago

Jensen Huang explains the AI industry as a five layer cake, and why "model only" companies are missing the real map. "AI is not just a model. AI is really a five layer cake to think about it." "From the lowest level, it requires energy because AI is produced, generated in real time, just like you and I right now. We need calories, we need energy." "The next level is chips. This is where Nvidia is and where a lot of the companies in Taiwan are." "The layer above that is infrastructure: land, power, data center, as well as the cloud service software that turns the chips into a cloud service." "The layer above that is where most people think about when they think about AI, which is models. ChatGPT was revolutionary. Claude Code is now incredibly successful. But AI is much more than just human language." Most people are still debating the model layer. Jensen is describing an industrial stack: energy, chips, infrastructure, models, and applications. If you are building in AI, this is the map that matters. The winning product may look like software, but the bottlenecks are calories, land, power, data centers, chips, and distribution. - Jensen Huang (NVIDIA), CEO of Nvidia, on CNA

Jensen Huang explains the AI industry as a five layer cake, and why "model only" companies are missing the real map. "AI is not just a model. AI is really a five layer cake to think about it." "From the lowest level, it requires energy because AI is produced, generated in real time, just like you and I right now. We need calories, we need energy." "The next level is chips. This is where Nvidia is and where a lot of the companies in Taiwan are." "The layer above that is infrastructure: land, power, data center, as well as the cloud service software that turns the chips into a cloud service." "The layer above that is where most people think about when they think about AI, which is models. ChatGPT was revolutionary. Claude Code is now incredibly successful. But AI is much more than just human language." Most people are still debating the model layer. Jensen is describing an industrial stack: energy, chips, infrastructure, models, and applications. If you are building in AI, this is the map that matters. The winning product may look like software, but the bottlenecks are calories, land, power, data centers, chips, and distribution. - Jensen Huang (NVIDIA), CEO of Nvidia, on CNA

Karl Mehta

14,976 views • 20 days ago

This just in: Siemens is growing U.S. manufacturing in the Carolinas! Our $165M+ investment will expand facilities, increase production capacity, and create 350 new jobs to support AI and data center growth. This is how we help reshape the infrastructure behind AI.

This just in: Siemens is growing U.S. manufacturing in the Carolinas! Our $165M+ investment will expand facilities, increase production capacity, and create 350 new jobs to support AI and data center growth. This is how we help reshape the infrastructure behind AI.

Siemens USA

22,216 views • 4 months ago

THE 5 BIGGEST BOTTLENECKS POWERING THE AI ECONOMY The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spends most on AI and has been rewarding the companies that control the scarce inputs, contracted capacity, data movement, power infrastructure, edge compute and workflow layers that make the AI economy function. These are the five bottlenecks I'm watching most: • Memory | $MU, Samsung, SK Hynix Memory is the clearest scarce input because HBM feeds the accelerator, only a few companies can make it at volume and buyers are locking in supply through long-term agreements that create revenue visibility through the end of the decade. • Connectivity | $AVGO, $MRVL, $ALAB, $CRDO, $AAOI, $ANET Connectivity determines whether AI clusters can move data fast enough because training runs span tens of thousands of chips that need to act like one machine. Once copper runs out of reach that causes the cluster depends on optics, retimers, switches and custom silicon to keep the system moving. • Power | $CEG, $VST, $GEV, $FPS, $VRT, $NVTS, $TLN, $ON Power determines whether new AI data centers can actually come online because the binding constraint is shifting from getting chips to getting megawatts so the value flows to the companies that control generation, grid equipment, power delivery, thermal management and efficiency. • Compute | $NBIS, $CIFR, $IREN, $APLD, $WULF, $CORZ, $CRWV Compute capacity is overflow layer when hyperscalers are sold out. Capital alone doesn't guarantee GPU access which is why buyers are signing multi-year contracts for clusters before they are even fully built. • CPU | $NVDA, $AMD, $INTC, $ARM, $QCOM On-device CPU (edge compute) becomes next bottleneck as AI moves into inference, agents, PCs, phones, vehicles and physical devices.

THE 5 BIGGEST BOTTLENECKS POWERING THE AI ECONOMY The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spends most on AI and has been rewarding the companies that control the scarce inputs, contracted capacity, data movement, power infrastructure, edge compute and workflow layers that make the AI economy function. These are the five bottlenecks I'm watching most: • Memory | $MU, Samsung, SK Hynix Memory is the clearest scarce input because HBM feeds the accelerator, only a few companies can make it at volume and buyers are locking in supply through long-term agreements that create revenue visibility through the end of the decade. • Connectivity | $AVGO, $MRVL, $ALAB, $CRDO, $AAOI, $ANET Connectivity determines whether AI clusters can move data fast enough because training runs span tens of thousands of chips that need to act like one machine. Once copper runs out of reach that causes the cluster depends on optics, retimers, switches and custom silicon to keep the system moving. • Power | $CEG, $VST, $GEV, $FPS, $VRT, $NVTS, $TLN, $ON Power determines whether new AI data centers can actually come online because the binding constraint is shifting from getting chips to getting megawatts so the value flows to the companies that control generation, grid equipment, power delivery, thermal management and efficiency. • Compute | $NBIS, $CIFR, $IREN, $APLD, $WULF, $CORZ, $CRWV Compute capacity is overflow layer when hyperscalers are sold out. Capital alone doesn't guarantee GPU access which is why buyers are signing multi-year contracts for clusters before they are even fully built. • CPU | $NVDA, $AMD, $INTC, $ARM, $QCOM On-device CPU (edge compute) becomes next bottleneck as AI moves into inference, agents, PCs, phones, vehicles and physical devices.

Shay Boloor

108,342 views • 29 days ago

AI has the potential to reshape long-term growth, but getting there means navigating today's supply constraints. In BlackRock's 2026 Midyear Outlook, Wei Li explores why scarcity is creating opportunities across AI infrastructure, durable income and infrastructure investing. Check out the latest BlackRock Bottom Line:

AI has the potential to reshape long-term growth, but getting there means navigating today's supply constraints. In BlackRock's 2026 Midyear Outlook, Wei Li explores why scarcity is creating opportunities across AI infrastructure, durable income and infrastructure investing. Check out the latest BlackRock Bottom Line:

BlackRock

25,683 views • 19 days ago

"Can we actually build enough capacity to meet all this demand? And the short answer is, we can but not exclusively in the U.S.," says Jared Cohen on the future of AI & data center creation:

"Can we actually build enough capacity to meet all this demand? And the short answer is, we can but not exclusively in the U.S.," says Jared Cohen on the future of AI & data center creation:

Squawk Box

44,309 views • 1 year ago

$GOOGL CEO Sundar Pichai on the AI Bubble: "There is some irrationality in the current AI boom. The growth of AI investment has been an extraordinary moment. Asked what happens if the AI bubble pops, he said "I think NO company is going to be immune, including us." We can look back at the internet. There was clearly a lot of excess investment, but none of us would question whether the internet was profound. I expect AI to be the same. It is both rational and there are elements of irrationality through a moment like this. AI is the most profound technology humankind has worked on. It will evolve and transition certain jobs, and people will need to adapt... the people who will do well are people who learn how to use these tools." Source: BBC

$GOOGL CEO Sundar Pichai on the AI Bubble: "There is some irrationality in the current AI boom. The growth of AI investment has been an extraordinary moment. Asked what happens if the AI bubble pops, he said "I think NO company is going to be immune, including us." We can look back at the internet. There was clearly a lot of excess investment, but none of us would question whether the internet was profound. I expect AI to be the same. It is both rational and there are elements of irrationality through a moment like this. AI is the most profound technology humankind has worked on. It will evolve and transition certain jobs, and people will need to adapt... the people who will do well are people who learn how to use these tools." Source: BBC

Wall St Engine

406,054 views • 8 months ago

David Sacks, Trump’s AI and crypto czar, discusses exponential growth in AI, mentioning massive GPU clusters and potential data centers requiring 5–10 GW of power. $NVDA It looks like the U.S. is on the right track to winning the AI race.

David Sacks, Trump’s AI and crypto czar, discusses exponential growth in AI, mentioning massive GPU clusters and potential data centers requiring 5–10 GW of power. $NVDA It looks like the U.S. is on the right track to winning the AI race.

The AI Investor

85,946 views • 1 year ago

NVIDIA CEO Jensen Huang explains the architecture of the AI revolution AI is fundamentally about thinking—and that requires supercomputers. We’ve created a new industry: AI infrastructure. It will be as foundational as the electricity and internet infrastructures—permanent for every society. This is a transformative time; how we deliver and produce intelligence is changing. Each layer of the AI stack is growing: 1. Energy 2. Chips 3. Infrastructure 4. AI models 5. AI applications We’re witnessing a complete revolution across the stack, with opportunities at every layer. NVIDIA intends to participate across the entire stack.

NVIDIA CEO Jensen Huang explains the architecture of the AI revolution AI is fundamentally about thinking—and that requires supercomputers. We’ve created a new industry: AI infrastructure. It will be as foundational as the electricity and internet infrastructures—permanent for every society. This is a transformative time; how we deliver and produce intelligence is changing. Each layer of the AI stack is growing: 1. Energy 2. Chips 3. Infrastructure 4. AI models 5. AI applications We’re witnessing a complete revolution across the stack, with opportunities at every layer. NVIDIA intends to participate across the entire stack.

Ask Perplexity

64,013 views • 9 months ago

Appreciate you Charles for having me on today! We covered: • $AMD emerging as the second source of the AI economy • My two favorite emerging market names for 2026: $MELI & $JMIA • $MU at the center of the next AI spend cycle as AI becomes memory-first • $NVDA laying out the blueprint for the operating system of the AI economy • $META & $AMZN winning in AI through distribution, data, and workflow control • $EOSE as a winner from AI data centers creating extreme load swings that long-duration zinc storage is built to handle

Appreciate you Charles for having me on today! We covered: • $AMD emerging as the second source of the AI economy • My two favorite emerging market names for 2026: $MELI & $JMIA • $MU at the center of the next AI spend cycle as AI becomes memory-first • $NVDA laying out the blueprint for the operating system of the AI economy • $META & $AMZN winning in AI through distribution, data, and workflow control • $EOSE as a winner from AI data centers creating extreme load swings that long-duration zinc storage is built to handle

Shay Boloor

250,124 views • 6 months ago

Last year in Parliament, I spoke about India’s AI journey and two clear priorities. First, from Make in India to Make AI in India. Build our own capability, invest in research, and strengthen the infrastructure and compute we need to compete. Second, make advanced generative AI tools accessible and affordable for every Indian, in every language, so that no one is left behind. It is good to see AI back at the centre of national conversation as India hosts key discussions on its future. Now the focus must shift from intent to implementation. If we expand access and build with ambition, India can move from being a technology user to a technology leader. The question is not whether AI will shape the future. The question is whether India will help define it.

Last year in Parliament, I spoke about India’s AI journey and two clear priorities. First, from Make in India to Make AI in India. Build our own capability, invest in research, and strengthen the infrastructure and compute we need to compete. Second, make advanced generative AI tools accessible and affordable for every Indian, in every language, so that no one is left behind. It is good to see AI back at the centre of national conversation as India hosts key discussions on its future. Now the focus must shift from intent to implementation. If we expand access and build with ambition, India can move from being a technology user to a technology leader. The question is not whether AI will shape the future. The question is whether India will help define it.

Raghav Chadha

112,083 views • 5 months ago

“We have an AI bubble.” Edward Dowd just revealed an uncomfortable truth about AI data center spending. GDP growth for Q4 2025 came in at 0.7%. But … “If you back out the data center AI GDP number, about 1.5%, which doesn’t really add to the labor force, we were negative GDP.” AI capital expenditure has been “driving a lot of the GDP, and especially Nvidia.” But Dowd warns that that’s about to change. “AI CapEx is gonna be rolling over very soon.” “We just made the power complex that much more expensive.” “We don’t have enough electricity and water to fund all this CapEx for AI.” “It’s already starting to show signs of cracking because the debt markets are questioning the ROI on the whole complex.” “There’s not enough revenue to support this CapEx spend.” Edward Dowd Jeffrey A Tucker

“We have an AI bubble.” Edward Dowd just revealed an uncomfortable truth about AI data center spending. GDP growth for Q4 2025 came in at 0.7%. But … “If you back out the data center AI GDP number, about 1.5%, which doesn’t really add to the labor force, we were negative GDP.” AI capital expenditure has been “driving a lot of the GDP, and especially Nvidia.” But Dowd warns that that’s about to change. “AI CapEx is gonna be rolling over very soon.” “We just made the power complex that much more expensive.” “We don’t have enough electricity and water to fund all this CapEx for AI.” “It’s already starting to show signs of cracking because the debt markets are questioning the ROI on the whole complex.” “There’s not enough revenue to support this CapEx spend.” Edward Dowd Jeffrey A Tucker

Brownstone Institute

23,331 views • 23 days ago

What is a world without technology, infrastructure, big data and the latest advances in AI? We connect dreamers with infrastructure and big data provider making AI tools easily accessible!

What is a world without technology, infrastructure, big data and the latest advances in AI? We connect dreamers with infrastructure and big data provider making AI tools easily accessible!

Openfabric AI

15,724 views • 9 months ago

GOOGLE CEO: “THERE IS SOME IRRATIONALITY IN THE CURRENT AI BOOM. THE GROWTH OF AI INVESTMENT HAS BEEN AN EXTRAORDINARY MOMENT.” ASKED WHAT HAPPENS IF THE AI BUBBLE POPS, HE SAID: “I THINK NO COMPANY IS GOING TO BE IMMUNE, INCLUDING US.”

GOOGLE CEO: “THERE IS SOME IRRATIONALITY IN THE CURRENT AI BOOM. THE GROWTH OF AI INVESTMENT HAS BEEN AN EXTRAORDINARY MOMENT.” ASKED WHAT HAPPENS IF THE AI BUBBLE POPS, HE SAID: “I THINK NO COMPANY IS GOING TO BE IMMUNE, INCLUDING US.”

Vivek Sen

185,443 views • 2 months ago