THE REAL AI BOTTLENECK MAY NOT BE AI

It may be:

electricity.

AI requires:

GPUs data centres cooling networking storage electricity land semiconductor manufacturing

AI infrastructure spending has become enormous.

And investors are now starting to question whether the spending pace can continue indefinitely. Reuters reported growing concerns about a potential slowdown in AI capital expenditure while major technology companies are projected to spend hundreds of billions on AI infrastructure in 2026.

That's why I wouldn't only watch OpenAI, Google and Nvidia.

Watch:

power + chips + cooling + networking + data centres.

That's where another generation of businesses could be created.