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James Van Geelen on the Next Phase of the AI Buildout | Odd Lots
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October 6, 2025
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38:38Now PlayingMoney has been flowing into the AI space, with billions pouring into GPU clusters, data centers, gas turbines, and the infrastructure needed to train and deploy bigger and bigger models. So what comes next? On this episode, we speak with James van Geelen, founder of Citrini Research. We talk to him about his latest field trip to one of OpenAI's new massive Stargate data centers in Abilene, Texas. We also discuss the increasingly complicated financing arrangements that are funding some of these mega projects and the energy needed to power them. Finally, we ask the question which everyone seems to be asking right now: is AI in a bubble?
Read more:
OpenAI Valuation Reaches $500 Billion, Topping Musk’s SpaceX ()
FOMO Builds as Alibaba Extends $250 Billion AIFueled Comeback ()
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