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If the AI build-out does become a bubble, power and data centres are the assets that will carry it.
Drawn from what Doug O'Laughlin said
Subjectdata centers
What Doug O'Laughlin actually said
- Doug O'Laughlin Semiconductor analyst, author of the Fabricated Knowledge…
In today’s world, I think the increase in self-fulfilling asset prices will be due to power and data centers.
Where this was said
↗Capital Cycles and AIfabricatedknowledge.com
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Added to korrents 7 Sept 2026 · How quotes work · Something wrong? Tell us
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