Blog

Essays and insights on AI, embodied intelligence, and the future of technology.

January 4, 2026  |  George Popescu  |  Articles

AI Infrastructure Investment: The Trillion-Dollar Buildout and Its Implications

The artificial intelligence boom has triggered an unprecedented infrastructure buildout that is reshaping the global economy, energy systems, and physical landscape. The scale of investment, energy requirements, and economic implications dwarf previous technology waves and raise critical questions about sustainability, returns, and environmental impact.

Read more →

January 4, 2026  |  George Popescu  |  Articles, George Popescu Insights

The AI Bubble: Myth or Reality? Examining the Evidence

The artificial intelligence boom has created a heated debate: are we witnessing transformative innovation or another speculative bubble destined to burst? With AI-related companies commanding trillion-dollar valuations and infrastructure spending reaching unprecedented levels, the question demands serious examination.

Read more →