14 lines
719 B
JSON
14 lines
719 B
JSON
{
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"HubID": "5366",
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"Date": "8/7/2025",
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"HubTags": [
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"External Platform Posts",
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"Future Map"
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],
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"Contacts": "",
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"Companies": "",
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"File": "",
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"Image": "5366__Image_URL.jpg",
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"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>",
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"Notes": ""
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} |