AI infrastructure
TopicHeard in 11 episodes across 7 shows since Nov 2026
The computing, networking, data-center, semiconductor, and energy systems that support the development and operation of artificial intelligence applications and models.
Episodes
This week
Expert statements
Share of the conversation
Mentions of AI infrastructure per 1,000 mentions of anything, 7-day rolling, across the podcasts PodLume Trends follows.
Show the data
| Day | Share (7-day) | Mentions |
|---|---|---|
| Nov 10 | 0.02‰ | 2 |
| Nov 11 | 0.07‰ | 7 |
| Nov 12 | 0.10‰ | 2 |
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What experts have said about AI infrastructure
49 statements · 27 positive · 19 negative · 1 mixed · 2 neutral
Demand for AI infrastructure remains strong.
“the demand side definitely seems to be there”
Open the episode · Why This Short Seller Doesn’t Want to Short the AI Bubble | Russell ClarkListen at 8:28
A supply shock would indicate AI infrastructure is underbuilt.
“if we hit a supply shock. it's going to be an underbuild”
Open the episode · Is The AI Selloff A Buying Opportunity? | Warren PiesListen at 26:01
AI infrastructure will require massive capital investment
“the capital needs are going to be massive”
Open the episode · Bitcoin Survives Biggest Crypto Hack In History?! | Jordi VisserListen at 31:48
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Episodes
11 episodes featuring AI infrastructure, newest first
- Nov 12, 2026
Nvidia’s Southeast Asia strategy exposes export-control gapsOdd LotsNov 12, 2026 - Nov 12, 2026
AI rally faces a test from rates, earnings, and market breadthSchwab Market Update AudioNov 12, 2026 - Nov 11, 2026
CoreWeave tests whether AI stocks can sustain their reboundHalftime ReportNov 11, 2026 - Nov 11, 2026
Anthropic’s IPO tests AI’s next investment cycleBloomberg TechNov 11, 2026 - Nov 11, 2026
Siemens Energy gains while wind and defense stocks stumbleStock MoversNov 11, 2026 - Nov 11, 2026CoreWeave outlook revives AI trade as Nvidia faces scrutinyStock MoversNov 11, 2026