Futurum Equities Podcast AI Miners, Cloud Rigs & Quantum Stocks Surge | Futurum Equities Ep. 17
Oct 11, 2025
Explore the surge of companies pivoting from Bitcoin mining to AI workloads, and how they're reshaping investor interest. Delve into the capacity crunch faced by hyperscalers and the rising demand for GPU power. Discover the implications of NVIDIA's massive projected spending on AI infrastructure. Learn about the strategic partnerships between OpenAI and tech giants like AMD. Finally, uncover why energy and equipment shortages pose challenges for rapid AI build-out, all while considering the theme of growth amidst potential bubbles.
AI Snips
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Transcript
Episode notes
AI Utilities Will Sell All Capacity
- AI utilities (former crypto miners) can instantly monetize compute because hyperscalers will buy any capacity they stand up.
- Daniel Newman sees broad demand so nearly every AI mining company will find buyers for their GPU hours.
Use ETFs To Diversify AI Utility Risk
- Consider broad exposure like thematic ETFs if you can't pick a single AI utility winner.
- Use diversified baskets to participate in the sector instead of betting on one company.
Compute Demand Will Explode By 2030
- NVIDIA projects AI infrastructure spending of $3–4 trillion per year by 2030 with ~40% CAGR from 2025.
- That scale makes compute and energy the dominant bottlenecks and investment themes.