AI infrastructure
September 2026Live view →
Where the voices land
All voices 1 voice1 bullish
Strongly bullish
- TKThe Kobeissi LetterStrongly bullish The host expects trillions of dollars of AI infrastructure investment planned over the coming years. “trillions of dollars in AI infrastructure investment planned over the coming years” Open the post AI is much bigger than most people realize. We … · 8 Sept
1 bullish
Mentions
14 in September 2026Mon 31Tue 29 · 2Thu 1
Stories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Bloomberg 5 mentions
- Walter Bloomberg 3 mentions
- The Kobeissi Letter 3 mentions
- David Busch 1 mention
- Jack Farley 1 mention
- Jordi Visser 1 mention
- Dan Nathan 1 mention
- Phill Rosen 1 mention
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