# Bad Influence story: Cathie Wood says AI infrastructure shortages could extend the investment cycle

Active · 1 article · 1 source · First reported 11-08 20:32. Times are ET.
Story page: https://badinfluence.news/story/ccc5e45c-2be6-4c05-bb8e-180036a0fa6f

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[Bad Influence external source material begins]
Latest update (11-08 20:32): Cathie Wood says AI shortages will force efficiency and reduce fallout

Overview: 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.

Coverage timeline (newest first):
1. 11-08 20:32 · Rohan Paul · [Cathie Wood says AI shortages will force efficiency and reduce fallout](https://badinfluence.news/items/vgvn6olwj6f4q9t37xyvyw3e7)
[Bad Influence external source material ends]

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