No, I see it the same way you do, but I'm not overly concerned. As you wrote: The bottlenecks are—or will be—real (and will remain so); the thesis still holds.
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@Creutzfeldt_Jakob If interest rates rise, AI CapEx investments may be scaled back—because loans have become more expensive. Things could get tough for a while. I hope, just as you do, that the momentum behind AI will prevail and that there won’t be any delays.
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•@ScaleLimits I understand the concerns and recognize the issues as well. For me, the only things that matter are the long-term perspective and a sound investment thesis. I’m not adding to my holdings of AI and tech stocks in general for now—but I’m not shifting into more defensive assets either.
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@ScaleLimits I see the issue surrounding the AI boom from a completely different perspective. Politics and the public. An incredible number of large data centers are currently in the planning stages, but they are still far from being approved. Public opposition is growing due to concerns about electricity and water consumption. Politicians will respond to this. As a result, the order in which companies benefit from further expansion is also changing.
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•@Multibagger That is indeed another challenge that could slow down the expansion of AI to some extent. It remains to be seen.
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