Nic Carter: Fearing AI oversupply in 2026 is like fearing oil oversupply in 1910
0xAllen_ · x · 2026-11-12
Investor Nic Carter argues that worrying about AI oversupply in 2026 is like worrying about petroleum oversupply in 1910 — implying long-term demand for AI compute and applications is far from peaking.
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