Part 9/12:
Another critical point involves the substantial investments pouring into AI infrastructure, which the host distinguishes from stock market valuations. While AI tech companies’ stock prices have surged—Nvidia, Tesla, and others outperforming standard indexes—the real long-term commitment is evident in massive capital expenditures on data centers and chip fabs. For instance, hundreds of billions are being spent on new data center projects, often outpacing other competitive nations like China.