Part 6/13:
Ives emphasizes that the ongoing buildout of data centers—powered by upgrades to energy and power grids, chip manufacturing, cooling systems, and real estate—represents a second or third derivative of the AI boom. This infrastructure enables everything from autonomous vehicles to advanced robotics, fueling an autonomous, self-reinforcing cycle of technological growth.
This infrastructure investment also impacts energy and nuclear power sectors, showcasing a broader economic revolution driven by AI. Each layer of this buildout fuels further investment waves, creating a resilient, unstoppable momentum that extends well beyond the core AI players.