AI “Bubble” or $Trillion Shift? Compute Crunch, Power Grid Strain, Humanoids and Labor Weakness скачать в хорошем качестве

AI “Bubble” or $Trillion Shift? Compute Crunch, Power Grid Strain, Humanoids and Labor Weakness

The AI era is accelerating at a pace that is forcing investors to rethink everything from jobs to energy. What some call an “AI bubble” looks more like a trillion-dollar structural shift: humanoids moving from science fiction to factories, compute demand exploding beyond general-purpose chips, and power grids straining to keep up with the surge in data centers. At the same time, labor markets are breaking away from GDP, white-collar roles in particular are about to be displaced by AI agents faster than policymakers or workers can adapt. This week’s analysis dives into the signals that matter most: memory shortages and DRAM price spikes, hyperscaler spending locked in by a prisoner’s dilemma, and Tesla’s FSD v14 as a possible bridge from cars to humanoids. I also connect the dots between commodity cycles, energy policy uncertainty, and the growing pressure on governments to cut rates as job weakness collides with rising AI adoption. The story isn’t about whether AI is a bubble, it’s about how to navigate the trillion-dollar transition already underway.