Cathie Wood: power and chip shortages force efficiency, making this AI cycle last longer
rohanpaul_ai · x · 2026-11-09
ARK Invest CEO Cathie Wood sees a bright side in current shortages of power, chips, and data center capacity: they are forcing efficiency into AI early on. Compared to the tech and telecom bubble—where money poured in with little discipline and much was wasted—she expects these physical constraints to make this cycle last longer and end with far less fallout. Full video available on ARK Invest's YouTube channel.
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