Milk Road AI
The AI Bottleneck Trade Has a $180 Billion Problem
Sep 22, 2026
About this episode
In this episode, Martin breaks down the bear case for the AI bottleneck trade and why the next phase of the AI boom could look very different from the last one. OpenAI and Anthropic are expected to control a massive share of global AI data center compute, while hyperscalers and infrastructure companies continue pouring hundreds of billions into AI CapEx. The question is whether the revenue will actually be there to support it. ~~~~ 🎯 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 ~~~~~ 🚀 Trade, earn, and borrow in one place with Nexo, a trusted digital asset platform managing over $7B in assets: ~~~~~ ✊ 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 🎙 m0xt: https://x.com/m0xt_ 📃 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.