The Clay Travis Buck Sexton Show
@clayandbuck·130K subscribers·6.7K videos
AI Will Change the World Forever… But Is the Data Center Bubble About to EXPLODE?!
Posted
July 24, 2026
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July 24, 2026
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8:41Now PlayingClay compares the current frenzy to the late-90s internet buildout — when companies like Global Crossing promised to lay the “pipes” of the internet and investors poured money in, only for many of those pure infrastructure plays to collapse while the real winners (Amazon, etc.) emerged later. They discuss the enormous energy and water demands of AI data centers, how the climate conversation around energy limits has suddenly gone quiet, and whether we’re still in the very early “you’ve got mail” phase of AI or already in a dangerous bubble.
#AI #ArtificialIntelligence #DataCenters #StockMarket #DotComBubble #TechInvesting #ClayAndBuck #Economy #EnergyCrisis #Infrastructure
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