📈 AI Hype Continues to Accelerate
An analytical report shows that interest in AI is not fading but continues to grow, with an overheating index of 92/100. The main drivers are massive investments in infrastructure: CAPEX for the top 5 operators is reaching $148 billion per quarter, and data center capacity in the pipeline is increasing by 172%.
🌍 The rise in capital expenditures is creating a supercycle in the supply chain — from chip manufacturing (TSMC, Intel) and memory (HBM) to energy equipment. Critical bottlenecks are becoming transformer lead times (~144 weeks) and the shortage of high-quality data.
👤 The investment boom is shifting from the software stage to the "hardware" and physical infrastructure stage. The focus of attention is moving toward energy, cooling, and semiconductor manufacturing, while the shortage of specialists and data will only intensify.
Source 1: https://laurentiugabriel.github.io/is-ai-hype-cooling-down/