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The investor who predicted the 2008 crash now sees AI as the next major market mispricing. His analysis reveals a massive $3 trillion infrastructure build-out chasing uncertain returns, with striking parallels to the telecom bubble.
Nvidia’s Next Frontier: Why Physical AI Could Transform Everything
Nvidia, the company that powered the generative AI revolution, now sees physical AI as the next major technological leap. This shift moves AI from digital assistants to real-world systems that can perceive, reason, and act in physical environments.
AI’s power problem is getting real
The AI boom is hitting a wall – literally. New data reveals power grid constraints are creating years-long delays for datacenter construction. OpenAI’s planned projects alone would consume enough electricity for 44 million homes.