---
title: If today’s crash in AI infrastructure stocks has you worried, zoom out.
description: "Token demand just doubled in a single month.\n\nAnd every additional token requires more:\n\n• GPUs\n• Memory\n• Interconnects\n• Power\n\nThe internet took roughly a decade to reach mainstream adoption.\n\nAI usage is now doubling in just four weeks.\n\nSource: Michael Sikand"
---

[Syz The Moment](https://blog.syzgroup.com/syz-the-moment)

# [If today’s crash in AI infrastructure stocks has you worried, zoom out.](https://blog.syzgroup.com/syz-the-moment/if-todays-crash-in-ai-infrastructure-stocks-has-you-worried-zoom-out)

 Written by [Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/syz-the-moment/author/charles-henry-monchau) | Sep 2, 2026, 2:52:51 PM

[View full post](https://blog.syzgroup.com/syz-the-moment/if-todays-crash-in-ai-infrastructure-stocks-has-you-worried-zoom-out)

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