Let Freedom: Political News, Un-Biased, Lex Fridman, Joe Rogan, CNN, Fox News Ten Signs of a Growing AI Bubble
Nov 22, 2025
The discussion reveals ten telling signs that the current AI boom may be heading for a bubble. From massive capital inflows and circular investment loops to power consumption constraints, the volatility is palpable. Concerns arise over companies treated as critical despite lacking profits. The impact of infrastructure delays on growth and the uncertainties of monetization are highlighted. Ultimately, it raises essential questions about whether this spending will yield lasting transformation or lead to a market correction.
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Ambiguous Nature Of The AI Boom
- The AI boom looks bigger and stranger than past bubbles and it's unclear if it's brilliance or panic.
- That tension between believers and skeptics is the defining story of this moment.
NVIDIA's Growth Hits Physical Limits
- NVIDIA's record data-center revenue validates AI demand but the fine print warns of limits.
- Growth will slow due to power constraints, supply bottlenecks, and data-center limitations.
Anthropic-Microsoft-NVIDIA Loop
- Anthropic signed a $30 billion compute deal with Microsoft and then received investments from Microsoft and NVIDIA.
- That money flowed back into buying Microsoft cloud and NVIDIA hardware, creating a closed spending loop.