Everyone is debating the same thing around AI stocks
How long can this growth continue
I’m looking somewhere else
As a technology scales, what does it make abundant and what does it make more valuable
Nvidia generating $96.2 billion in revenue last quarter, with $89 billion coming from Data Center, already shows how strong the demand is. Broadcom reaching $16.7 billion in AI semiconductor revenue points in the same direction
But I’m no longer focused only on the product itself
I’m looking at the narrow paths this growth has to pass through
Software can scale. Code can be copied. Models can improve
Electricity capacity, grid access, advanced memory, packaging and cooling cannot expand at the same speed
The IEA expects data center electricity consumption to rise from around 485 TWh in 2025 to close to 950 TWh by 2030
That’s why I’m bullish on this space, but I don’t look at every company with an AI label the same way
I’m more interested in the things this technology cannot multiply easily
Because the faster growth becomes, the more visible the physical limits become
And sometimes the strongest pricing power does not sit with the product everyone is talking about
It sits at the narrow point the entire expansion has to pass through
I think the first phase was the race to create intelligence
The next phase may be about who controls the resources that intelligence cannot operate without
So for me, the next opportunity is not about finding another AI story
It is about finding the scarcity that does not disappear as growth continues
Because the more a technology scales, the more valuable the things that cannot keep up with it can become
#AIStocksWhatNext #AIInfrastructure #Nvidia #Binance #TufanSalur
How long can this growth continue
I’m looking somewhere else
As a technology scales, what does it make abundant and what does it make more valuable
Nvidia generating $96.2 billion in revenue last quarter, with $89 billion coming from Data Center, already shows how strong the demand is. Broadcom reaching $16.7 billion in AI semiconductor revenue points in the same direction
But I’m no longer focused only on the product itself
I’m looking at the narrow paths this growth has to pass through
Software can scale. Code can be copied. Models can improve
Electricity capacity, grid access, advanced memory, packaging and cooling cannot expand at the same speed
The IEA expects data center electricity consumption to rise from around 485 TWh in 2025 to close to 950 TWh by 2030
That’s why I’m bullish on this space, but I don’t look at every company with an AI label the same way
I’m more interested in the things this technology cannot multiply easily
Because the faster growth becomes, the more visible the physical limits become
And sometimes the strongest pricing power does not sit with the product everyone is talking about
It sits at the narrow point the entire expansion has to pass through
I think the first phase was the race to create intelligence
The next phase may be about who controls the resources that intelligence cannot operate without
So for me, the next opportunity is not about finding another AI story
It is about finding the scarcity that does not disappear as growth continues
Because the more a technology scales, the more valuable the things that cannot keep up with it can become
#AIStocksWhatNext #AIInfrastructure #Nvidia #Binance #TufanSalur
