Anthropocalypse Now: $1.2 Trillion AI Dreams And Still “Not Enough” GPUs

To be or not to be a bubble

What if the AI bubble isn’t a bubble? What if it’s a supply crisis in disguise? With semis exploding, Anthropic up 900%, and demand for compute going exponential, the constraint isn’t capital—it’s chips. And right now, there simply aren’t enough. Or maybe this is exactly what a bubble looks like—when we start building perfectly rational arguments for why it isn’t one.

Let's have a look at some of the craziest latest stats and observations.