Investor Kunal Shah: AI demand will overwhelm supply, rewarding Microsoft, Google, Amazon
abhiadesai · x · 2026-10-18
Investor Kunal Shah highlights a paradox: everyone is universally bearish on AI, the buildout, infrastructure, and core providers — yet everything points to aggregate demand overwhelming supply.
Key points:
- Energy, permitting, and chip/semiconductor constraints will reward players with capacity online now
- He names Microsoft, Google, Amazon, and SpaceX as the big winners
- This coexists with the 'schizophrenic feeling' that AI could be so powerful it destroys everything
abhiadesai strongly endorses the take.
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