AI’s $8 Trillion Buildout Is Not A Bubble – It’s A Bottleneck, Analyst Says | Official Website of Louis Velazquez, entrepreneur, finance guy and tech innovator

All NewsMay 25, 2026

AI’s $8 Trillion Buildout Is Not A Bubble – It’s A Bottleneck, Analyst Says

22V Research’s Jordi Visser says the AI buildout is a physical-world capex cycle and the bottlenecks are setting up a 1970s-style regime.

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