Milk Road AI
Power & Memory Could Be the Best AI Trades Into 2027
Sep 9, 2026
About this episode
In this episode, Vincent breaks down why fears of AI overcapacity may be missing what’s happening beneath the surface. Data center capacity is being absorbed rapidly, hyperscalers are facing enormous cloud backlogs, and demand for AI compute continues to run into constraints across power, memory, and infrastructure. We explore why NVIDIA could remain supply-constrained despite massive investment in AI chips, how the rise of AI agents, autonomous vehicles, and humanoid robotics could create another wave of compute demand, and why OpenAI and Anthropic’s growth could be critical to sustaining the AI infrastructure buildout. ~~~~ 🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1 ~~~~~ 🌐 Scale your payment business across Asia with Saber.money: ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 YouTube: https://www.youtube.com/@MilkRoadAI 👉 Spotify: https://link.milkroad.com/spotify-mr-ai 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Vincent: https://x.com/WhiteCollarExit 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.