StockMarket.news: "AI isn’t cheap... By 2030, the world will need $2 trillion in revenue just to fund new data centers.
Even after AI-related cost savings, an $800 billion gap remains meaning $500 billion in annual capex just to keep building the infrastructure powering the AI boom. Can Big Tech and private equity afford to sustain this level of funding by 2030?" Source: StockMarket.news
The famous circular AI economy diagram
Source: Bloomberg
The OpenAI deal framework is very concentrated into a few companies
Source: Lance Roberts @LanceRoberts
AI’s energy demand is about to go vertical, and in many countries, the grids aren't ready.
China’s building 29 large nuclear reactors right now. The U.S. has none under construction. High costs, regulatory delays and market challenges hold us back, though advanced smaller reactors are emerging. Source: StockMarket.News
The circular AI economy...
$AMD giving OpenAI 10% of its stock (worth roughly $35bn pre-market) so OpenAI can buy 6 GW of AMD chips over the next few years. Stock up +27%. Source: Wasteland Capital @ecommerceshares
How much of the S&P 500 is AI related stocks?
JP Morgan has identified 41 "AI-Related" stocks. As this chart shows, they are now 45% of the S&P 500. Source: Bianco Research
Good chart by @GoldmanSachs on AI exposure by industry
Source: Goldman Sachs, @tanayj on X
What a chart...
Source: Brew Markets
