AI market pullback slows infrastructure growth

The author argues that while political uncertainty and potential data center moratoriums will likely slow AI infrastructure growth in the near term, the long-term potential of artificial intelligence remains immense. The analysis suggests that low current adoption rates across personal AI agents, enterprise AI, and physical AI represent a massive untapped market runway. Consequently, the recent market pullback and infrastructure delays are viewed as a temporary disruption rather than a change in the long-term outlook. Open article →