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computingpower
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$BTC AND AI INFRASTRUCTURE ARE RESHAPING THE MARKET LANDSCAPE 🔥
BlockBeats News, July 15 — Jordi Visser warns that half of S&P 500 companies may lose investment value within 5–10 years as AI erodes moats overnight. Traditional macro analysis has failed completely; 99.9% of strategists don't actually use AI, so they can't grasp its disruptive power.
With super-scale cloud obligation backlogs at $2 trillion and no idle capacity, the computing demand is exponential — not linear like oil. Consumer AI agents coming later this year will multiply compute needs by 20–30x, followed by autonomous driving and humanoid robots. The "mid-term AI slowdown" is already over.
Are you positioned for the structural shift or still relying on outdated macro frameworks?
Not financial advice. Always manage your risk.
#BTC #AI #DigitalAssets #ComputingPower #LongTermPlay
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BlockBeats News, July 15 — Jordi Visser warns that half of S&P 500 companies may lose investment value within 5–10 years as AI erodes moats overnight. Traditional macro analysis has failed completely; 99.9% of strategists don't actually use AI, so they can't grasp its disruptive power.
With super-scale cloud obligation backlogs at $2 trillion and no idle capacity, the computing demand is exponential — not linear like oil. Consumer AI agents coming later this year will multiply compute needs by 20–30x, followed by autonomous driving and humanoid robots. The "mid-term AI slowdown" is already over.
Are you positioned for the structural shift or still relying on outdated macro frameworks?
Not financial advice. Always manage your risk.
#BTC #AI #DigitalAssets #ComputingPower #LongTermPlay
💎
$RENDER SURGES AS AI COMPUTING SHORTAGE DEEPENS FOR HYPERS CALERS 🔥
Google just confirmed that computing power shortages limited Meta's capacity back in March 2026 — and that backlog of customer demand nearly doubled last quarter. This directly fuels the thesis for decentralized compute networks.
If hyperscalers can't even supply each other, the gap gets filled by projects like Render. The AI data center capex cycle is far from over — this is a structural tailwind, not a short-term narrative.
Are you adding exposure here or waiting for a pullback?
Not financial advice. Always manage your risk.
#RENDER #AI #DataCenter #ComputingPower #Bullish
💎
Google just confirmed that computing power shortages limited Meta's capacity back in March 2026 — and that backlog of customer demand nearly doubled last quarter. This directly fuels the thesis for decentralized compute networks.
If hyperscalers can't even supply each other, the gap gets filled by projects like Render. The AI data center capex cycle is far from over — this is a structural tailwind, not a short-term narrative.
Are you adding exposure here or waiting for a pullback?
Not financial advice. Always manage your risk.
#RENDER #AI #DataCenter #ComputingPower #Bullish
💎
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