infrastructure builders
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 24, 2025 by Alex Kantrowitz · across every show →
Everything said about infrastructure builders, oldest first
Dec 24, 2025 bearish
Kantrowitz: 2026 will bring an AI infrastructure shakeout and chaos
“I also think the shakeout is coming in a way. Like, to me, I think, twenty-twenty-six is really going to be a year of chaos. I mean, we're already starting to see some of this happen with Oracle and some of the other infrastructure builders, and the bets have …”