A veteran investor says the market still misunderstands the scale of AI demand, noting that the need for computing power and intelligence systems will never hit a ceiling.
In a new interview on the Forward Guidance YouTube channel, Jordi Visser, founder and chief strategist at Visser Labs, says that people don’t fully grasp the reality that demand for AI is infinite.
According to Visser, AI will solve every problem that we have now and any problem that we can think of in the future.
“The amount of need for AI is infinite. It will never end. It is like saying, ‘When will you have solved every problem?’ If we solve going to Mars, we will try to solve going to Saturn.”
Visser also highlights that every major hyperscaler is struggling to keep pace with demand, noting that companies can neither acquire hardware nor energy fast enough to meet new AI workloads.
“There are infinite amounts of electricity that are needed to put it into that category. And right now, we have capacity constraints showing up at every company level. There’s not one company that either provides the cloud for it. Google says it, Microsoft says it [and] Oracle says it. Oracle stocks are getting hit because they can’t meet the revenue demand that’s coming. It is infinite.”
The Wall Street veteran says AI demand will never be an issue.
“And whatever we come up with, there will be more need for it. We are literally plugging intelligence into every machine that has ever been built to make it more efficient.”
In the coming years, Visser envisions a moment when the stock market truly hits a phase of overexuberance.
“My focal point right now is on drug discovery and longevity and allowing people to live forever because I think we are at the beginning stages of that. I always believe that that would be the time when the stock market is the most euphoric is when people focus on that part of AI.”
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