New Stock Pick: On the Bubble Buy Alert

The AI boom has created a crisis, and it has nothing to do with science fiction or policy. It has everything to do with compute. As demand for generative tools explodes, global infrastructure is buckling under the weight of AI workloads. Training models used to be the constraint. That is no longer the case.

The real challenge is inference, running those models at scale, every second of every day.

This is where costs are compounding. Every chatbot response, search result, product recommendation, and document summary requires a fresh inference pass. The heavier the model, the greater the demand on memory, power, and throughput. Unlike training, which happens once, inference never stops. 

This is where the next round of profit will be made. 

Let’s dive in…