Cathie Wood says AI infrastructure shortages could extend the investment cycle

ARK Invest CEO Cathie Wood says current shortages of power, chips and data center capacity are forcing efficiency into AI early.

She predicts these limits will make the AI investment cycle last longer and end with far less fallout than the tech and telecom bubble, when much of the money spent with little discipline was wasted. This is a forecast from Wood, reported in a post by Rohan Paul on X, not a measured outcome.