[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@mims "The other thing driving the AI bubble is vast amounts of capital (there's still $XXX trillion cash on the sidelines) leftover from years of quantitative easing / economic expansion. Through equities debt and VC it's found its perfect match: insatiable demand for new AI infrastructure. 3/🧵"
X Link @mims 2025-10-17T13:30Z 97.9K followers, 59.7K engagements

"The first is insatiable demand for AI compute. This is the consequence of incomprehensibly compute-hungry new applications -- video generation yes but also new systems that spawn multiple "agentic" AIs that can run for minutes -- or even days -- seeking and processing information 2/🧵"
X Link @mims 2025-10-17T13:30Z 97.9K followers, 18.6K engagements

"Who could possibly spend hundreds of billions on data centers How about. everybody OpenAI alone has proposed a total of XX gigawatts of new AI infrastructure in just the next X years. Total cost: Around a trillion dollars. /fin"
X Link @mims 2025-10-17T13:32Z 97.9K followers, 13.9K engagements

"The scale of proposed AI infrastructure seems incomprehensible. But it's precisely this scale that makes it so attractive to the financial system. New forms of private debt for AI are being touted by e.g. Blackrock -- Jamie Dimon calls it a "cockroach" 4/🧵"
X Link @mims 2025-10-17T13:31Z 97.9K followers, 18.6K engagements

"BREAKING: MIT Rejects Trumps Sweeping Compact Offering Colleges Funding Advantages * The school became the first university to reject the terms saying they would undermine independence * The University of Texas at Austin on the other hand has indicated enthusiasm for the proposal"
X Link @mims 2025-10-10T15:16Z 97.9K followers, 8719 engagements