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The constraint on the AI buildout was never money or demand. It's electricity. The physical world simply can't keep up with how fast intelligence is being asked for. So the hyperscalers may slow their chip buying for a while... not because they've lost faith but because the chips would be sitting in a warehouse waiting for power. That pause is exactly when Nvidia brings out the next generation. And we need more powerful chips endlessly, because the demand for intelligence isn't just growing exponentially, it's in a DOUBLE exponential. Same thing in Korean semis. It's the same story everywhere. I wrote the whole thing up this week... why the buildout cannot stop, and where it's all heading. Linked below. https://t.co/Wvtk8jSwRl