Is AI really slowing down? Follow the money, not the noise.
While X is full of hot takes about AI cooling off, the big players are making 10+ year infrastructure bets that tell a completely different story.
TSMC and ASML are still pouring billions into expanding capacity. Major capital allocators aren't pulling back—they're doubling down on the AI supply chain.
Even Elon is talking about orbital compute by ~2029 if Earth's power and permitting become bottlenecks. That's not slowdown talk—that's next-level scaling.
AI hype might cool in the short term, but the infrastructure being built right now is setting up a massive long-term cycle. When the infrastructure is this aggressive, the real move is just getting started.
Watch what they build, not what they tweet.
While X is full of hot takes about AI cooling off, the big players are making 10+ year infrastructure bets that tell a completely different story.
TSMC and ASML are still pouring billions into expanding capacity. Major capital allocators aren't pulling back—they're doubling down on the AI supply chain.
Even Elon is talking about orbital compute by ~2029 if Earth's power and permitting become bottlenecks. That's not slowdown talk—that's next-level scaling.
AI hype might cool in the short term, but the infrastructure being built right now is setting up a massive long-term cycle. When the infrastructure is this aggressive, the real move is just getting started.
Watch what they build, not what they tweet.