James Van Geelen on the Next Phase of the AI Buildout

In this episode of the Odd Lots podcast, Tracy Alloway and Joe Weisenthal discuss the AI boom with James van Geelen, author of the Citrini newsletter. They explore the infrastructure buildout, focusing on data centers and the companies involved, and analyze whether the AI sector is in a bubble. The conversation covers the massive capital expenditure, energy sources for data centers, and potential risks and warning signs of a bubble burst, including monitoring used GPU prices and delays in power delivery. They also discuss the role of video models in AI, the financing arrangements, and potential investment strategies, such as shorting private credit companies and going long on hardware companies.