José calling out the elephant in the room on AI infrastructure:
If hyperscaler demand for data centers collapses, the entire AI buildout thesis is cooked. We're not talking about a minor correction—this is structural.
Right now, big tech is writing blank checks for compute. But if that demand evaporates? All those data center plays, GPU suppliers, and energy infrastructure bets are sitting on a house of cards.
This isn't just an AI problem. It bleeds into crypto too—AI tokens, decentralized compute narratives, $RNDR, $TAO, all the "AI x Crypto" plays.
Watch the hyperscaler capex numbers. If they start pulling back, it's not a dip to buy. It's a regime change.
If hyperscaler demand for data centers collapses, the entire AI buildout thesis is cooked. We're not talking about a minor correction—this is structural.
Right now, big tech is writing blank checks for compute. But if that demand evaporates? All those data center plays, GPU suppliers, and energy infrastructure bets are sitting on a house of cards.
This isn't just an AI problem. It bleeds into crypto too—AI tokens, decentralized compute narratives, $RNDR, $TAO, all the "AI x Crypto" plays.
Watch the hyperscaler capex numbers. If they start pulling back, it's not a dip to buy. It's a regime change.