AI demand is reigniting the Industrial Revolution.

@SamoBurja, founder of Bismarck Analysis:

"The demands of AI are so massive that for the first time in decades, the economies of scale necessary to supply them require industrial revolutions in everything."

"The energy build-out directly results in higher demand for steel, higher demand for cement, higher demand for construction crews, basically every type of construction machinery you can think of."

"A demand shock arriving from the future in AI, going through silicon first, but eventually it's gonna reach mirrors, steel, and natural gas. Once you're doing those things, you've reignited the Industrial Revolution."