AI Is the New Electricity. There Is No Peak.
Why Investors Who Ignore the Noise Will Win the AI Decade
The idea of “peak AI” spending gets the story fundamentally wrong.
Investors keep waiting for the moment when hyperscalers pull back, when capex guidance disappoints, when the AI buildout finally ends. And yes, individual quarters can and will disappoint. Valuations can and will stretch. Certain names will get ahead of themselves, and corrections will fo…
