{
  "HubID": "5366",
  "Date": "8/7/2025",
  "HubTags": [
    "External Platform Posts",
    "Future Map"
  ],
  "Contacts": "",
  "Companies": "",
  "File": "",
  "Image": "5366__Image_URL.jpg",
  "Summary": "<p>Wow.  Capital expenditures from Amazon, Microsoft, Google, Meta - all buildout for datacenters to power AI.  Is this a bubble?  Probably not, especially when you layer on the upcoming boom in robotics.  However, this could be a bubble in so far as we are not able to also build out the energy needed to power this infrastructure.  That is increasingly the biggest risk.  </p><p>Via </p><a href=\"https://www.wsj.com/tech/ai/silicon-valley-ai-infrastructure-capex-cffe0431\">Chris Mims</a>",
  "Notes": ""
}