🔥 $1.4 TRILLION INVESTED — RETURNS ARE HALF AS MUCH. IS THIS A BUBBLE OR THE FUTURE?
Numbers that make you think.
By May 2026, AI companies and big tech have poured about $1.4 trillion into infrastructure. Actual revenue is roughly half that. Data centers are being built, electricity is being gobbled up by megawatts, chips are being hoarded — and profitability is nowhere in sight.
Who's really making bank right now:
Nvidia. The company sells shovels in the digital gold rush and rakes in hundreds of billions — while everyone else dreams of striking gold someday. A classic play, known since the California gold rush of the 19th century.
The comparison that's already being made:
Many experts draw parallels not just with the dot-com crash of 2000, but with bubbles before the Great Depression. Back then, the crowd leveraged their credit to pour money into radio, cars, and electricity — real and important technologies, but valued at astronomical levels. The same thing is happening now with AI, chips, clouds, and data centers.
While Nvidia sells matches — everyone else is piling up firewood.
#AI #NVIDIA #TechBubble #Investing
Subscribe — I'm keeping an eye on where the real money is, and where it's just a pretty presentation 🔔
Numbers that make you think.
By May 2026, AI companies and big tech have poured about $1.4 trillion into infrastructure. Actual revenue is roughly half that. Data centers are being built, electricity is being gobbled up by megawatts, chips are being hoarded — and profitability is nowhere in sight.
Who's really making bank right now:
Nvidia. The company sells shovels in the digital gold rush and rakes in hundreds of billions — while everyone else dreams of striking gold someday. A classic play, known since the California gold rush of the 19th century.
The comparison that's already being made:
Many experts draw parallels not just with the dot-com crash of 2000, but with bubbles before the Great Depression. Back then, the crowd leveraged their credit to pour money into radio, cars, and electricity — real and important technologies, but valued at astronomical levels. The same thing is happening now with AI, chips, clouds, and data centers.
While Nvidia sells matches — everyone else is piling up firewood.
#AI #NVIDIA #TechBubble #Investing
Subscribe — I'm keeping an eye on where the real money is, and where it's just a pretty presentation 🔔