Episode 17: The AI Supply Crisis—Inside the Trillion-Dollar Race for Compute & Power
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Episode 17: The AI Supply Crisis—Inside the Trillion-Dollar Race for Compute & Power
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The demand for AI is growing twice as fast as our ability to supply it. This has created a massive, structural supply crisis that presents once-in-a-generation investment opportunities. On The Investor's Code, we go beyond the headlines to give you an institutional-grade look at the fundamental forces at play.
If you've followed our coverage of companies like Nebius and IREN, this episode provides the crucial framework for understanding the entire ecosystem. We break down the bottlenecks, the key players, and the hard numbers behind the AI infrastructure buildout.
Key Insights Unpacked:
The math behind the exponential demand for AI compute.
The economics of the $900 billion data center market.
The strategic role of energy infrastructure and players like Tesla.
Why corporate balance sheets and contractual backlogs prove this boom is real.