Speaker

I'm quite skeptical of this argument that we should preemptively justify rate cuts on the anticipation, unproven anticipation that AI was going to have this miraculous and dramatic impact on inflation.

Peak+3.6%

SMH/long/forward-guidance

Agentic AI raises compute demand 100-fold, so the picks-and-shovels data center supply chain keeps booming

Now you have AI calling itself, right? Which changes the magnitude of, AI compute demand probably by 100-fold or potentially more. Depends on just how crazy you let the AI agents go.

Peak+34.7%

FIX/long/forward-guidance

Skilled-trades labor is the binding constraint on AI data center buildout, handing pricing power to the MEP contractors who own that scarce workforce.

And, and, uh, we have a massive shortage of electricians. And now we're building out these data centers and they're brand new. I think very quickly we're gonna have an issue where all these data centers are gonna be maintained, right?

Peak+19.6%

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