This Isn't An AI Bubble - It's An $85 Trillion Infrastructure Boom
Source: SeekingAlpha
2026-01-29 07:30:00 ET
Introduction
What I'm about to say next may sound vague, and to some extent, it's vague.
However, to me, it feels like it has been in an age of exponential/explosive growth for years. I'm not referring to general GDP growth, but to specific developments. Once the market finds out about them, there seems to be a wave of capital triggering exploding prices....
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This Isn't An AI Bubble - It's An $85 Trillion Infrastructure Boom
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