Infinite Compute Demand, AI Energy Crisis & Why This Cycle Could Last Years

About this episode

The episode discusses the ongoing AI boom, the implications of infinite compute demand, and the potential longevity of the current market cycle.

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days. ⁠⁠⁠⁠ ~~~~~ In today’s episode, we break down why the AI boom might still be in its early innings. And why the next phase of the AI trade could be even bigger than everything we've already seen with Nvidia, OpenAI, and the hyperscalers. We get into the "infinite compute demand" thesis, the rolling bottlenecks showing up across the AI supply chain, and why energy infrastructure might be the next major AI investment theme. Plus: Trump's China trip with top tech CEOs, Nvidia's future in China, the growing AI chip war, and why markets might still be massively underestimating how long this cycle can run. Most people think we're in the late innings. We might still be in the second. ~~~~~ ⁠⁠⁠⁠⁠🌊 Trillions are stuck offchain, build RealFi with Pharos and join the AtlanticOcean Testnet. ⁠⁠⁠⁠⁠ ⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform. ~~~~~ 🔧 Tools & Channels ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🥛 ⁠ ⁠⁠⁠⁠⁠🥛 ⁠Don't miss another minute of Milk Road AI; get our newsletter directly in your inbox twice a week.⁠⁠⁠⁠⁠⁠⁠⁠⁠…

People in this episode

Host: Milk Road

Topics covered

• AI boom
• compute demand
• energy infrastructure
• AI supply chain
• market cycles
• Nvidia in China
• AI chip war

Keywords

• AI
• energy crisis
• compute demand
• Nvidia
• OpenAI
• China
• market cycle
• investment theme

Sponsors

Nexo

Mentioned in this episode

Organizations: Nvidia, OpenAI, Trump, China, Pharos, AtlanticOcean Testnet

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