Jul. 23 at 1:02 AM
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Google’s after-hours earnings once again confirmed the trend: the company is committing
$200 billion to AI infrastructure. Meanwhile, Treasury Secretary Scott Bessent has made it clear that the U.S. intends to increase its share of the world’s AI compute capacity from roughly 60% today to 80% in the years ahead. The goal is simple: ensure America remains the dominant AI superpower throughout the coming decades.
That’s bullish for the entire AI ecosystem—from semiconductor companies and AI software to hyperscale data centers, compute infrastructure, and energy providers. The AI revolution is still in its very early innings. As for those still calling it an AI bubble… they might as well go back to sleep.
