Saturday, October 11, 2025

Unpacking the Unrealistic Promises of the AI Bubble

Navigating the AI Bubble: Reality Check Ahead!

Are we in an AI bubble? The buzz is stronger than ever, and the facts are daunting. My latest newsletter offers a deep dive into the chaotic world of AI and tech infrastructures, where speculative promises clash with harsh realities.

Key Insights:

  • Bubble Talk: Analysts are finally acknowledging that we are indeed in a bubble, despite the hype surrounding OpenAI’s staggering $1 trillion projections.
  • AMD-OpenAI Deal: A perplexing agreement allowing OpenAI to purchase shares at a fraction of the cost raises questions about data center viability.
  • Power Problems: Concerns over Stargate Abilene’s inadequate power supply highlight the impracticalities in scaling AI operations.
  • Long-Term Viability: Ramping up provides not just challenges in infrastructure but also in managing the rapid technological advancements.

In a world teetering on the brink of AI hubris, these insights offer critical foresight.

💡 Dive deeper and share your thoughts! Let’s explore the future of AI together!

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