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The AI Infrastructure Debate - Boom or Bubble?
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Manage episode 517894239 series 3419216
Is AI infrastructure the next great buildout — or the next bubble waiting to burst?
In this episode, Jake Corley (@jacobcorley) and Justin Ballard (@JLB_Oso) break down what might be the largest capital migration in modern history — the trillion-dollar rush to build data centers, generation, and power infrastructure for AI.
From Fermi America’s $13B IPO to Crusoe’s $10B valuation, from China’s 40-GW dams to America’s permitting gridlock — this one connects the dots between energy, compute, and capital.
We explore:
⚡ The $250B+ pouring into AI infrastructure this year
⚡ How off-grid power and natural gas are reshaping the landscape
⚡ Whether the boom is sustainable — or headed for a shakeout
⚡ Why China’s generation advantage could reshape the AI arms race
⚡ The fusion of AI, Power, and Bitcoin — and what it means for the next decade
It’s AI x Power x Bitcoin — and the lines are blurring fast.
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