James Van Geelen on the Next Phase of the AI Buildout | Odd Lots
October 6, 2025
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38:38Now PlayingJames Van Geelen on the Next Phase of the AI Buildout | Odd Lots
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as posted by the channelMoney 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?
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