AI Infrastructure Investment Risk Analysis: A Quantitative Assessment of Factors Threatening Exponential Growth

from The Gemini Brief - Investment Deep Dives · host Lukasz Tomicki and LRT Capital Management LLC

Executive Summary & Risk Dashboard The prevailing market narrative posits a multi-year, secular supercycle in Artificial Intelligence (AI) infrastructure investment, driven by the transformative potential of generative AI. While the long-term trend of AI adoption is not in dispute, this report contends that the current exponential rate of infrastructure spending growth is fragile and exposed […]

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This episode was published on August 26, 2025.

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