AI Infrastructure Investment Risk Analysis: A Quantitative Assessment of Factors Threatening Exponential Growth

The Gemini Report - Investment Deep Dives
26/08/2025 1h 8min
AI Infrastructure Investment Risk Analysis: A Quantitative Assessment of Factors Threatening Exponential Growth

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Episode Synopsis

Executive Summary & Risk Dashboard The prevailing market narrative posits a multi-year, secular supercycle in Artificial Intelligence (AI) infrastructure investment, driven by the transformative potential of generative AI. While the long-term trend of AI adoption is not in dispute, this report contends that the current exponential rate of infrastructure spending growth is fragile and exposed […]

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