AI infrastructure bubble

What experts have said about AI infrastructure bubble

1 statement · 1 neutral

1. Pat GelsingerNeutralJul 15, 2026· All-In with Chamath, Jason, Sacks & Friedberg

   Limited energy capacity constrains the growth of the AI infrastructure bubble.

   “you have an upper bound on how aggressive and how hyped and bubbled that we get”

   Listen at 19:03

   Open the episode · Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.