Mainstream media was very negative on the AI compute demand story in early 2025, based on the sensationalized manufactured and false DeepSeek narrative (hello, New York Times) and again into late 2025/early 2026 on AI bubble burst risk/circularity (hello, Bloomberg).

Both were dead wrong and completely missed the two main secular, exponential AI compute liftoffs driven by reasoning AI models (2025) and agentic AI (late 2025/2026).

They scared their readerships out of making generational wealth for clicks. Sad and shameful.

Read my fact-based work, built on actual industry engineer sources and decades of intuition and judgment following chips, refuting the misleading media nonsense. I did it both times (during DeepSeek and the agentic liftoff) and I will do it again.